People Moves

Who's Moving Where In Wealth Management? – EisnerAmper, Raymond James, CAIS

Editorial Staff October 7, 2022

Who's Moving Where In Wealth Management? – EisnerAmper, Raymond James, CAIS

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

Global business advisory firm EisnerAmper has appointed Noelene Sheridan (pictured) as tax partner in its private client services group. 

Sheridan has 30 years’ expertise including tax services for commercial and residential real estate owners as well as for high net worth individuals and their families. Her expertise includes income and estate tax planning, providing tax advisory services to closely held businesses, and reviews of individual, partnership, trust, gift and estate tax returns.

Sheridan earned an MS in taxation from C W Post University and a BA in accounting from St. John’s University. She is a member of the American Institute of CPAs and the New York State Society of CPAs.

Raymond James
Raymond James has added a group of five financial advisors collectively managing $370 million in client assets to its employee advisor channel.

The team includes Alphonse “Al” Weber, and Erin Weber, from Cranberry Township, Pennsylvania and Sanjay Beach, Kalpana Beach, and Makis Beach, from Westlake, Ohio. 

Father-daughter team Al and Erin, who are joined by senior client service associate Katie Burr, previously managed around $210 million in client assets at Hefren-Tillotson, a Baird company. Together, they operate as Weber Group of Raymond James and serve clients from a wide range of ages and occupations, including business owners, individuals and families preparing for or living in retirement.

Sanjay, Kalpana and Makis, along with senior registered client service associate Kathlene Crisp, make up Beach Wealth Planning Partners of Raymond James. They have joined from from Merrill Lynch, where they previously managed approximately $160 million in client assets. The father-daughter-son team provides comprehensive financial guidance to a unique mix of clients, from corporate and C-suite executives to professional athletes and coaches.

This week, CAIS, an alternative investment platform, has expanded the CAIS Advisory Council, a standing committee of RIAs, independent broker dealers, RIA aggregators and custodians, with four new members from the wealth community.

They include Michael Glennon, vice president and head of private investments at Mariner Wealth Advisors; Gary Quinzel, director of portfolio consulting of the Wealth Enhancement Group; David Canter, president at Bluespring Wealth Partners; and Dean Zayed, founder and CEO at Brookstone.

The CAC meets and collaborates with CAIS’ leadership team to ensure alignment on the key trends impacting the wealth management community and support the improvement of the CAIS platform user experience, the firm said in a statement. 
“As the independent wealth ecosystem continues to evolve, we are pleased to welcome these industry leaders to the CAIS Advisory Council,” Matt Brown, founder and CEO of CAIS, said. 

“At a time when financial advisors are shifting away from the traditional 60/40 allocation towards a 50/30/20 three-dimensional portfolio with alternative assets included, this group has proven to be a valuable resource in accelerating our mission to democratize access to alts and level the playing field for financial advisors everywhere,” he continued.

The announcement precedes CAIS’ Alternative Investment Summit which takes place October 17 through 19 at the Beverly Hilton in Los Angeles, California. 

The three-day event will convene alternative asset managers and independent financial advisors, so they can engage with, and learn from, one another on various topics including private equity and credit, venture capital, hedge funds, real estate, structured solutions, and digital assets, the firm said.

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