The latest senior moves in the North American wealth management sector.

Carson Group, Envestnet
Carson Group, the wealth advisor with more than $41 billion in AuM, has appointed Ramesh Vaswani as chief technology officer.

Vaswani comes from Envestnet and has over two decades of experience in technology leadership. At Envestnet, he was global head of engineering.

Procyon Partners
Procyon Partners, an RIA, is adding Massimo Santicchia as senior vice president, head of US equities, and Katherine Gallagher, SVP, senior portfolio manager.

Gallagher specializes in multi-asset investing, asset allocation, and manager selection, with 20 years of experience managing ETFs, mutual funds, and proprietary equity strategies. 

Santicchia has more than 30 years of experience in quantitative investing, portfolio construction, and factor-based research. 

Procyon, which is part of the Dynasty Financial Partners Network, manages more than $8 billion in client money, with offices in Connecticut, New York City, Long Island, Tennessee, and Maryland.

Raymond James
Raymond James has welcomed financial advisor Judy Chong to its employee advisor channel ­– in Maite, Guam.

Chong serves business owners owners, families, retirees, women and LGBTQ+ clients. She arrives from Merrill Lynch where she managed about $135 million in client assets. She is joined by investment portfolio associate Brianna Tabilas, and client service associates Hope Chamberlain and Toni Vegafria.

Chong began her career in 1998. Most recently, she served at Merrill Lynch for 21 years.