The latest senior wealth management moves in North America.

Archer
Archer, a tech-driven service provider to the investment management industry, has appointed AIG senior figure Terri Fiedler to join its board of directors.

Fiedler is president and chief executive of AIG Financial Distributors.

“As a proven leader with extensive experience helping companies enhance their sales and distribution organizations, Terri has a deep understanding of both the challenges and opportunities that investment managers face today,” Bryan J Dori, president and CEO of Archer, said.

With more than 25 years’ sales and national account management experience, Fiedler was senior director, national account management at Invesco prior to joining AIG. Fiedler serves as a trustee for the Foundation for Financial Planning and as vice chair of the Insured Retirement Institute.

Archer has offices in Berwyn, Pennsylvania, New York City and Woodbridge, New Jersey.

Sanctuary Wealth
Sanctuary Wealth has brought the firm Praetego Private Wealth – run by a team of former JP Morgan Bankers – into its network.

The new firm, based in Trinity, Florida, consists of founding partners and private wealth advisors Dustin Cali and Daniel Ventura, and client associate Thomas Solfio. It comes to Sanctuary with more than $200 million in client assets under management. 

"As Sanctuary celebrates our fourth anniversary, we're extremely proud to welcome the first team from JP Morgan who has chosen to join Sanctuary," Jim Dickson, CEO and founder of Sanctuary Wealth, said. “We have a tremendously strong pipeline of potential new partners and expect this to be Sanctuary Wealth's most dynamic year to date. We will be making additional announcements as the year progresses."

In addition to being Certified Financial Planners™, both Cali, and Ventura also earned certification as Enrolled Agents, a designation allowing the holder to represent taxpayers before the Internal Revenue Service for tax issues that include audits, collections, and appeals. They were both previously private client advisors with JP Morgan, having joined in 2011 and 2012, respectively.

The Sanctuary Wealth network includes partner firms across 23 states with over $20.0 billion in assets under advisement.