People Moves

Who's Moving Where In Wealth Management? – Arta Finance, Raymond James

Editorial Staff September 27, 2023

Who's Moving Where In Wealth Management? – Arta Finance, Raymond James

The latest moves and appointments in wealth management in the Americas.

Arta Finance
Arta Finance, a digital family office and US registered investment advisor firm, has appointed former GE Asset Management chief investment officer Tomas Arlia as CIO, head of alternative investments. Arlia joins the executive team.

Arlia has more than 25 years’ experience in areas such as private equity, private credit, venture capital, hedge funds, and real estate.

Among his roles, Arlia built an alternative investments firm, DoubleBlue, spanning direct investing in private equity and private credit as well as hedge fund investing across global public equities and fixed income.

Arta Finance was founded in 2021 with over $90 million in financing and a founding team of former Google executives. It is backed by Sequoia Capital India, Ribbit Capital, Coatue and more than 140 figures in tech and finance.

Raymond James
Raymond James has welcomed a team of financial advisors and two branch professionals to the firm's employee advisor channel in Slidell, Louisiana. 

Operating as Meyer Rotolo Wealth Management of Raymond James, the team's advisors include John W Meyer, Kevin Rotolo, Don Gallaty II, David Jacob Indest, and Chad P Dusang. They previously worked at Merrill Lynch, where they managed over $500 million in client assets.

The team, which operates with senior client service associates Dianne Rovira and Teresa Casey, will join RJA's Louisiana Complex, led by complex manager Jude Huval.

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