The latest senior wealth management moves, appointments and personnel changes in the North American market.

Anchyra Partners, Dynasty Financial Partners
Anchyra Partners, a new RIA based in Atlanta, has joined the cluster of firms within the network of Dynasty Financial Partners. 

The Anchyra team previously managed $2.6 billion of client assets. The business will concentrate on serving ultra-high net worth clients and multi-family offices. It intends to grow organically and via acquisitions.

Robert Durham, Zack Cloud, and Brian Gately founded Anchyra to combine institutional investment expertise with state-of-the-art technology and infrastructure.

Durham previously served as managing director and regional director at Stephens. Cloud and Gately were vice presidents at Goldman Sachs.

“We’ve engineered Anchyra to support elite advisors who want to build something to last,” Durham, who serves as CEO and leads the firm’s recruiting and acquisition strategy, said. “We’re focused on creating an environment where experienced professionals can grow their businesses, contribute as partners, and deliver the kind of service sophisticated clients demand.”

The leaders of the team intend to grow Anchyra by acquiring independent advisory firms and partnering with like-minded advisors seeking to leave captive environments in select US markets. The firm relies on Dynasty for core infrastructure, transition support, and long-term strategic guidance.

The firm said it takes its name from the Greek word for “anchor.” 

Raymond James
Raymond James Financial Institutions Division part of Raymond James, has brought in financial advisor Jason Buford to First Investments & Planning, located at FNBO (First National Bank of Omaha).

Buford will provide clients with investment and wealth management services through Raymond James Financial Services, it said. Buford will operate from FNBO’s Overland Park, Kansas, office.

Prior to this, Buford was affiliated with UMB Financial Services, where he managed about $260 million in client assets.

“Jason brings a strong commitment to helping clients navigate complex financial decisions and developing tailored strategies to achieve their unique financial goals,” Grace Austin, senior vice president and North division director of FID, said.

With more than 20 years of experience in the financial services industry, Buford’s background spans personal banking, financial planning and comprehensive wealth management. He holds a bachelor of science in finance from Columbia College.