Strategic Leadership Changes at Emigrant Bank with Mark Rogozinski's New Role

Mark Rogozinski Joins Emigrant Bank



Emigrant Bank recently announced the appointment of Mark Rogozinski as the new Managing Director and Head of Family Office Services. This strategic move is designed to bolster the bank's ability to provide comprehensive support across its wealth management sectors, particularly for ultra-high-net-worth clients. Rogozinski will report directly to Liz Nesvold, the Vice Chair of Emigrant Bank and chair of Emigrant Partners, who expressed excitement about the collaboration based on their longstanding professional relationship.

With over 25 years of experience in wealth management, Rogozinski is well-equipped to lead Emigrant's family office and advisory services. His work will encompass various offerings, including private label trust services, specialty finance solutions, family office technology, and risk management. Moreover, he will lend strategic support to the 21 wealth advisory firms partnered with Emigrant, further enhancing the bank's extensive service capabilities.

Prior to joining Emigrant Bank, Rogozinski held the position of Executive Managing Director for Strategic Initiatives at Cresset Capital Management, where he shaped the firm’s long-term vision and drove innovation. His impressive career includes tenure as President of Cresset Family Office and Chief Strategy Officer at Pitcairn, along with other leadership roles at significant industry players including Rockefeller & Co. and Atlantic Trust Private Wealth Management.

Rogozinski’s approach centers around the integration of technology and client-centric solutions, characteristics that are essential in today's evolving financial landscape. His strong commitment to advisor independence and fiduciary excellence aligns perfectly with Emigrant's values, making him a fitting addition to their leadership team. Liz Nesvold remarked on his deep technical expertise and ability to develop scalable solutions, which will be pivotal in ensuring that independent wealth firms continue to thrive in a competitive market.

In his new role, Rogozinski will work closely with Emigrant’s specialized business units, including Summitas, a digital platform for family office collaboration, as well as various private trust companies. Emigrant Bank is particularly focused on integrating resources and facilitating collaboration among its partners to provide elevated service to their high-net-worth clients.

Howard Milstein, Chairman and CEO of Emigrant Bank, noted the importance of Rogozinski's appointment in reinforcing the bank's mission to support advisor-led firms. Milstein emphasized that Rogozinski’s entrepreneurial mindset, combined with his passion for client service, will greatly enhance their strategic capabilities, ensuring that Emigrant remains at the forefront of wealth management.

As the finance and wealth management landscape continues to shift, the introduction of experienced leaders like Rogozinski will provide the necessary insights and innovative strategies to help clients navigate these changes. Emigrant Bank remains committed to upholding the highest standards of service, ensuring that their clients’ needs are met with expertise and professionalism.

Rogozinski himself expressed his honor at being part of such a pivotal moment for Emigrant and the wealth management industry as a whole, stating that his new role aligns closely with his professional philosophy and career aspirations.

In summary, Mark Rogozinski's appointment is not just a significant development for Emigrant Bank but also a promising indication of the direction in which the family office services sector is headed. With a focus on innovation and resilient partnerships, Emigrant Bank is poised to elevate its offerings and continue leading the charge in wealth management.

Topics Financial Services & Investing)

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