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

Canoe Intelligence
Dennis Mangalindan (main photo), a former senior figure at SEI Archway for more than 14 years, has become senior director of sales at Canoe Intelligence. He will lead the institutional and family office teams, according to his Linkedin page. 

In his new role he is based in the Los Angeles metropolitan area.

Canoe told this publication in an emailed statement: "Dennis brings deep industry expertise and in this new role, he will lead the institutional and family office teams and be responsible for expanding Canoe’s market share and elevating its commercial strategy."

Since March 2011, Mangalindan has worked at SEI Archway; since July 2017 he was vice president, business development, based in New York. 

Prior to SEI Archway, Mangalindan worked at Financial Navigator. 

In March this year, New York-headquartered Canoe launched Canoe Pro Tech: Asset Data PrimePlus in partnership with Prime Buchholz, an investment advisory and outsourced chief investment officer firm.

Canoe is a financial technology company powering alternative investment intelligence. The business of collecting, processing and reporting on investments in alternative areas such as private equity, hedge funds and real estate has expanded rapidly as capital has flowed into these areas over the past two decades.

Raymond James
Former Edward Jones advisor Shannon Chiarello has joined the independent advisor channel of Raymond James. At Edward Jones, she managed more than $130 million in client assets. 

Based in Wilmington, North Carolina, Chiarello operates as Chiarello Wealth Management. She has worked in the financial services sector for five years, most recently through affiliation with Edward Jones since 2020.