The latest senior wealth management sector moves, appointments and personnel changes in North America.

Brown Advisory
Brown Advisory has appointed former Hillview Capital Advisors partner Danielle Barrett as the head of its New York office. Barrett is a client advisor and partner at the firm.

The firm will soon be relocating to 520 Madison Avenue, creating additional space for its staff and clients. Some 83 members of the team are based in the city.

Earlier in her career, Barrett was an assistant portfolio manager at Davy Stockbrokers Ireland. She holds a BBS and an MSc from Trinity College Dublin, is a Trust and Estate Practitioner, and is active in the New York community through the Estate Planning Council of New York City, STEP NY and the Scarsdale Public Library.

As of May 31, 2026, the firm was responsible for approximately $188.9 billion in assets for private and institutional clients and charities. It operates in 20 nations.

LPL Financial, NorthStar Wealth Advisors
LPL Financial has announced that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm.

The team, which reported serving about $160 million in advisory, brokerage and retirement plan assets, has joined from Raymond James.

The business is based in El Paso, Texas.

White is joined by wealth advisor Scott Draime. Draime also brings approximately 30 years of industry experience, working with private wealth clients and families on retirement planning and relationship-driven financial guidance.