The current board president is leaving on Jan. 21.
She is responsible for new business development as well as relationship management.
The plan added Zack McGuire as deputy cio in December, which appears to be a new role for the system.
The new offices are in New York and West Palm Beach, Fla.
Acquisition marks the firm’s 54th since 2006 and ninth announced for 2021.
The transaction completes the full transition of equity ownership planned since 2015.
Former fixed-income director will join Credit Suisse at the end of the month.
Plan will seek a firm to assist with a replacement search for Liza Crisafi, who will retire this summer after 13 years in the position.
She retains her existing duties as a senior v.p.
He will lead the strategic development and execution of all marketing and communications activities.