People Moves
Who's Moving Where In Wealth Management? – Ballast Rock Private Wealth, Raymond James
The latest senior moves in the North American wealth management sector.
Ballast Rock Private Wealth
Ballast
Rock Private Wealth, a Registered Investment Advisor with a
focus on private-market investments, has appointed Emily Glassman
(pictured) as a senior advisor.
Most recently, Glassman spent seven years helping build Artivest, an online alternative assets platform for financial advisors, backed by Kohlberg Kravis Roberts and prominent entrepreneur and commentator Peter Thiel. She was head of business development at Artivest and oversaw the growth of the platform which served thousands of advisors by the time it was bought by iCapital.
Glassman began her career in institutional equity derivative sales at Goldman Sachs. She then moved to wealth management, advising high net worth families on financial strategy, portfolio management, and estate planning at BBR Partners, a leading multi-family office.
Ballast Rock Private Wealth is part of Ballast Rock Group, an integrated investment management company specializing in private market investments.
Raymond James
Raymond James
has welcomed financial advisors Jeanne Eisele, Mary Gilbert and
Leanne Gray to its independent advisor channel – in Linwood, New
Jersey.
Operating as Anchor Financial, the practice’s founding advisors
are joined by client service associate Sarahjane Hehre and branch
operations coordinator Bonnie Hehre. Previously, the team
managed nearly $435 million in client assets at UBS Financial
Services.
