People Moves
Who's Moving Where In Wealth Management? β Ameriprise Financial, Raymond James
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The latest executive moves, appointments and personnel changes in North American wealth management.
Ameriprise Financial
Mitchell Edenbaum has joined the branch channel of Ameriprise
Financial in Boca Raton, Florida, from Oppenheimer & Co,
bringing more than $145 million in client assets.
Edenbaum will be supported locally by Ameriprise branch manager Drew Granauro, complex director Dan Landrau and regional vice president Mike Rearden.
Raymond James
A group of advisors in Lafayette, Indiana, have joined the
employee advisor channel of Raymond James. The
advisors are Michael Rose and Scott Gillespie and they had
managed $316 million in client assets at Stifel.
Joined by senior registered service associate Patty Horner, the team provides financial planning and guidance to individuals, families and small business owners with a focus on multi-generational wealth planning, retirement and education strategies.