People Moves
Who's Moving Where In Wealth Management? – Ameriprise Financial, Pritzker, Others
The latest moves and appointments in wealth management in the Americas.
Ameriprise Financial
Financial advisor Lance Lively has joined the independent channel
of Ameriprise
Financial, from Edward Jones in Sand Springs, Oklahoma with
nearly $130 million in client assets.
Lively is joined by client service specialist Tara Beebe. The team is supported locally by Ameriprise franchise field vice president Danielle Dwyer and Ameriprise regional vice president Trish Moll.
About 1,700 have joined the firm in the past five years.
Pritzker
Pritzker
Private Capital has appointed Dwight Gibson as an operating
partner. Gibson brings more than 20 years’ experience leading
corporations in the industrial sector.
Gibson is joining PPC from BlueLinx Corporation, a publicly traded building materials distribution company, where he most recently served as president and CEO.
Gibson serves on the board of directors at Interface, a publicly
traded commercial flooring manufacturer, and on the board of
visitors at Howard University School of Business.
