People Moves
Who's Moving Where In Wealth Management? – Botoff Consulting, LPL Financial, Others
The latest senior wealth management moves, appointments and personnel changes in the North American sector.
Botoff Consulting
Botoff
Consulting, which provides compensation and strategic
advisory services for family offices and family investment firms,
announced this week that Ronna Gyllenhaal (main picture) has
joined the firm as consultant.
Based in Philadelphia, Pennsylvania, Gyllenhaal will lead Botoff’s research and survey process, including its flagship US Family Office Compensation Report due out later in October.
“Ronna brings a strong understanding of ultra-high net worth families and family offices to our team,” Trish Botoff, founder and managing partner, said. “Her deep industry knowledge and background in family wealth advising make her a natural fit as we grow our firm.”
Gyllenhaal has more than 25 years of family office experience, with roles at The Family Office at Synovus (Pinnacle Financial Partners), BNY Wealth | Global Family Office, and Pitcairn. She also serves on the judging panel for the Family Wealth Report Awards.
(This publication recently reported on latest work by Botoff Consulting about its surveys.)
LPL Financial
LPL Financial
has said that financial advisors Harrison Kennard, Charles Dobben
and Justin Pandy, of Lakewood Wealth Management have joined its
broker-dealer and RIA platforms.
The team, based in Ann Arbor, Michigan, reported serving about $170 million in advisory, brokerage and retirement plan assets. The financial advisors have joined LPL from Cambridge.
Besides serving professionals, families and retirees, the client base includes healthcare professionals, university faculty and student-athletes benefiting from Name, Image and Likeness (NIL) opportunities.
Founder Harrison Kennard brings nearly 20 years’ industry experience.
Raymond James
Raymond James
has welcomed financial advisors Arlis Ortman and Sean Pahut to
its independent advisor channel.
Operating as Montana Wealth Management, Ortman and Pahut provide personalized financial planning and investment guidance to business owners, families, individuals, retirees and clients experiencing sudden wealth. They operate through offices in Great Falls and Bozeman, Montana and have arrived from LPL Financial where they managed about $180 million in client assets.