People Moves
Who's Moving Where In Wealth Management? – Brown Brothers Harriman, Raymond James
The latest wealth management moves, appointments and personnel changes in North America.
Brown Brothers Harriman & Co
Brown
Brothers Harriman & Co has added former Hirtle, Callaghan &
Co senior figure Tom Spano to its multi-family office team in
Philadelphia.
Spano brings a total of more than 20 years’ investment sector experience to the job. At Hirtle, Callaghan & Co he was responsible for leading family and institutional relationships in Philadelphia and across the Southeast of the US.
Heavily involved in the community, Spano sits on the board of Community Backstop, a non-profit organization. He has also served as treasurer, investment committee chair, and an executive committee member of The First Tee of Philadelphia from 2016 to 2022 – a youth development organization that introduces golf and its inherent values through golf clinics and education.
Joe Chott is principal and head of the Philadelphia office.
Raymond James
Raymond James
has welcomed financial advisors Jaden Gurney, Trevor Hanson and
Jonathan Rogers to its independent advisor channel.
The advisors have arrived from Zion Bank and LPL Financial where they previously managed about $1 billion in client assets. The group, which has offices across Utah in Salt Lake City, Richfield and St George, is joined by financial consultant Katie King and client service managers Jesica Mangum and Elisa Meacham.
