People Moves
Who's Moving Where In Wealth Management? – Argent, Raymond James
The latest senior moves, appointments and changes in roles across the North American wealth management industry.
Argent Financial Group has added Karen Saunders (pictured) as market president at Argent Trust Company in San Antonio.
Saunders, who reports to Argent’s CEO, Reid Harrell, brings over 15 years of extensive banking experience, having previously served as vice president and business manager at JP Morgan Private Bank and Bernstein Private Wealth Management.
Saunders earned her bachelor’s degree in business administration from The University of Texas at Austin, majoring in management. She has also completed ABA Wealth and Trust School, Level 1.
Argent Financial Group, which is responsible for more than $85 billion in client assets, was formed in 1990 in Ruston, Louisiana.
Raymond James
San Diego-based advisor Kalyn Walker has joined Raymond James at its
employee advisor channel.
RJA's San Diego branch is led by branch manager David Richman.
Walker was previously at UBS Financial Services, where she managed about $450 million in client assets. She is joined by senior investment portfolio analyst Sean Clancy.
