People Moves

Who's Moving Where In Wealth Management? – EisnerAmper, Advisor Group, Others

Editorial Staff January 7, 2022

Who's Moving Where In Wealth Management? – EisnerAmper, Advisor Group, Others

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

EisnerAmper
Business consulting firm EisnerAmper has named Danielle Barrs (pictured) as the director of ESG strategic solutions.

Barrs will work with clients to solve variables in the sustainability equation, including carbon emissions, energy efficiency, clean energy, ESG performance, capital investment and societal impact. She has more than 10 years of experience in the ESG space, and has worked with Fortune 500 companies, non-government organizations and governmental bodies. Prior to joining the firm, she was the head of global energy and greenhouse gas strategy for a Fortune 200 manufacturing company and managed all energy-related initiatives for 100-plus facilities in more than 30 countries.

“Danielle brings valuable, practical experience to help companies address their energy usage,” Lisë Stewart, partner and ESG practice leader, said. “Whether a business wants to reduce its carbon footprint or an investor seeks environmental transparency regarding a target company, Danielle and her team will be able to successfully guide leaders through this important process.”

Advisor Group, Columbia Capital Partners
US wealth management network Advisor Group, has recruited Columbia Capital Partners, a firm in Columbia, South Carolina, overseeing $125 million in client assets. 

Columbia Capital Partners, which has been running for more than three decades, is led by financial advisor Frank Lundy.

The move is taking place through the firm's subsidiary Royal Alliance Associates and Cline Financial Partners, an OSJ based in Salem, South Carolina. Advisor Group's network also includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Golden State Equity Partners
Golden State Equity Partners has expanded its Wyoming office, adding David Leighton and his practice Heart Mountain Wealth Management. 

Leighton, coming from Legacy Financial Partners, an Ameriprise company, named his firm after a favorite local mountain peak. 

The Golden State family of companies comprises Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management. The firm's initial company was founded in 2013 by a group of executives who have partnered with advisors serving over $1.3 billion in advisory assets.

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