The latest moves, appointments and personnel changes in North American wealth management.

Broadridge
US-headquartered Broadridge Financial Solutions, which provides tech solutions to financial firms, has appointed Ashley Wood as managing principal, US client solutions, in its data and analytics business.

The firm has also named Gemma Cowie as head of global growth solutions within its data and analytics business, and Kevin Feeley as head of client services and operations for US mutual funds and non-listed issuer proxy business.

Wood, who is based in Boston, has worked in the asset management community for more than 15 years. 

Cowie has joined from Royal London Asset Management, where she served as head of strategy. Prior to this, she served in senior roles at Neuberger Berman, Aviva Investors, Henderson Global Investors, and Chase Manhattan Bank.

Feeley served as director of global shareholder services at Franklin Templeton/Putnam Investments. He has been an active contributor to several industry organizations, including NICSA, ICI, Broadridge’s Regulatory Working Groups, and SS&C Client Advisory Boards.

Equitable 
Equitable has appointed two figures to join its wealth arm, Equitable Advisors. 

The advisors are Ross Pake and Pat Tierney. Pake moved his practice, Legacy Wealth Management, to Equitable Advisors from Cetera, where he managed about $100 million in client assets. Pake has 40 years’ industry experience. His practice is based in Tustin, California.

Based in Orlando, Florida, Tierney joined Equitable Advisors from Lincoln Investments, where he managed nearly $100 million in client assets. He brings 27 years’ industry experience.

Equitable Advisors has more than $100 billion in assets under administration, and around 4,500 financial professionals in the US.

Raymond James 
Raymond James has welcomed financial advisors Michael Forbes and Colin Forbes to its independent advisor channel.

The advisors, operating as Forbes Private Wealth in Draper, Utah, are joined by senior client service associate Wendy Kilbourne. They have arrived from D A Davidson & Co where they previously managed nearly $200 million in client assets.