The latest moves, appointments and personnel changes in North America's wealth management sectors.

East Rock
East Rock Capital, a wealth manager founded in 2006 with about $3 billion of client assets, has hired Alexandra Schueler as senior director of strategic engagement, based in Miami, Florida.

Schueler will work with East Rock’s investment and operations teams.

Before this, Schueler was a senior member of the business and program development team, responsible for sourcing and managing significant relationships with private equity firms, hedge funds, banks, multinational corporations, and individual philanthropists. She built the Institute’s South Florida Dialogue series and founded the Forum for Family Asset Management, a network of chief investment officers of single-family offices.

In her seven years at the Milken Institute, Schueler also launched the Institute’s New York and Miami offices. Prior to the Milken Institute, Schueler worked in sales, marketing, and client services at Guggenheim Securities and Lord Abbett.

Schueler maintains an affiliation with the Milken Institute as a senior advisor.

Ameriprise 
A private wealth advisor in Washington DC, John Cortale, has moved to the independent channel of Ameriprise Financial, having previously been with LPL financial. He oversaw $250 million in client assets. 

Cortale’s practice operates under the name Monumental Financial Planning (formerly The Cortale Group) and includes financial advisors John Martin Moran and Nina Kamrani, client service manager Adam Mirza and client service coordinator Omaid Omar.  

The team is supported locally by Ameriprise franchise field vice president Athena McGuire and Ameriprise regional vice president Tom North.  

More than 400 advisors moved their practices to Ameriprise in 2023 and about 1,700 have joined the firm in the last five years. 

Avantax
Avantax, a community within US-based Cetera Holdings concentrating on tax-focused financial planning and wealth management, has hired the founders of Noble Oak Financial. 

The business has appointed Josh Linton, Mike Koltz and director of operations and client services Danielle Boutwell. Linton and Koltz, founders of Noble Oak Financial, were previously affiliated with LPL Financial and had about $300 million in client assets under administration (as of December 2023).

Linton and Koltz had run their business for more than seven years.