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

Dynasty Financial Partners
Dynasty Financial Partners has appointed sports and entertainment-focused executive and entrepreneur Greg Resh as an executive-in-residence.

Dynasty created the EiR role in 2023 to provide content and coaching for chief executives in Dynasty’s network of RIAs.

Resh has more than two decades’ experience in financial, strategic, and operational leadership across the sports, media, entertainment, hospitality, real estate, and technology sectors. He co-founded SIGR, a boutique sports and entertainment investment bank. Prior to SIGR’s founding, Resh served as the executive vice president and chief financial officer of Sagamore Ventures, and chief operating officer and CFO of the NFL’s Washington Commanders, among others.

He is the second sports and entertainment-focused EiR to join Dynasty’s program this year, after Matt LaPorta.

LPL Financial
LPL Financial said financial advisors Matt Roberts and Kent Voges have joined Frontline Investment Advisors. They affiliate through LPL Financial’s broker-dealer and RIA platforms.

Roberts and Voges, who reported serving about $350 million in advisory, brokerage and retirement plan assets, have joined from Valic Financial Advisors, now Corebridge Financial. They are based in Tampa, Florida.

EisnerAmper
Business advisory firm EisnerAmper has appointed Scott Moritz as managing director in the forensic, litigation, and valuation services practice within the financial advisory services group.

Moritz has nearly 40 years of experience. He is a nationally-recognized forensic accounting and investigative professional who advises boards, organizational leadership, and outside counsel on white-collar crime, anti-bribery and corruption, and money laundering risk. He will lead and expand EisnerAmper’s forensic accounting, complex investigations, and compliance advisory capabilities.

"Scott has built a distinguished reputation across the legal, compliance, regulatory, and law enforcement communities for his investigative acumen and ability to design and remediate complex compliance programs," Allen Wilen, partner and national director of EisnerAmper’s Financial Advisory Services Group, said. “These efforts have frequently led to successful resolutions with the US Department of Justice, the SEC, and foreign regulators.”

Previously, Moritz served as an FBI Special Agent and a member of senior leadership at prominent professional services firms, where he advised global organizations and their outside counsel on matters requiring investigative governance, forensic accounting analysis, regulatory compliance advisory, and remediation. He subsequently founded White Collar Forensic, an investigative, forensic accounting, and compliance advisory firm serving clients globally.