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

Citi Wealth
Citi Wealth has appointed Clinton Warren (main photo) as Citi Private Bank North America’s Central Market executive.

Reporting to Chris Biotti, who is the head of Citi Private Bank for North America, Clinton will lead teams in Texas, Chicago and Denver.  

Clinton, who has more than 20 years of wealth management experience, is joining from JP Morgan Private Bank where he served as regional head of investments and advice for the South region. 

Before joining the Dallas private banking team, Clinton managed the multinational corporate banking division for JP Morgan’s Southwest region.

Clinton will be working in Citi Private Bank’s North America leadership team alongside other market executives including Cayman Wills (Northeast), Henry Woodward Middleton, Jr (South), Kush Malhotra (West) and Nancy Bertrand (Canada).

Raymond James
Raymond James has welcomed a team of 16 financial advisors to its independent advisor channel.

With offices in Morristown, New Jersey and West Palm Beach, Florida, Greenberg & Rapp and its Eagle Rock Wealth Management subsidiary are led by founders and principals Thomas C Rapp, and Ronald J Greenberg, and managing partner Patrick Maguire. They are joined by 14 senior financial professionals:

-- JP Bartolomeo, financial advisor; 
-- T Keith Brown, wealth advisor; 
-- Bill Conroy, financial advisor; 
-- Jordan Crowley, financial advisor; 
-- Jonathan Crozier, wealth advisor; 
-- Jake Greenberg, wealth manager; 
-- Jack Grondin, wealth advisor; 
-- Cole Koeniger, financial advisor;
-- Ryan Miscik, investment strategist;
-- Dennis Mojares, wealth advisor;
-- Ryan Pergola, wealth advisor;
-- Michael Pfenninger, wealth advisor;
-- Brian Rapp, financial advisor; and 
-- Dante Zicarelli, wealth advisor.

The team is from M Financial Group where they collectively managed about $1.8 billion in client assets. They are joined by more than 15 investment and branch professionals.