People Moves
Who's Moving Where In Wealth Management? – EisnerAmper, Raymond James
The latest wealth management moves in North America.
EisnerAmper
Global business consulting firm Eisner Advisory Group, part of
the EisnerAmper
group, has named senior figure Michael T Joy as partner-in-charge
of the firm’s Long Island practice, which is based in Melville,
New York.
Joy is an audit partner who specializes in providing audit, review, and compilation services for closely held companies across a variety of industries. He will be responsible for the day-to-day operations and long-term growth strategy for the Long Island office, which has nearly 150 professionals.
Joining EisnerAmper in the 2022 combination with Raich Ende Malter, Joy was REM’s partner-in-charge of its real estate practice and a member of its executive committee. He also has experience as the CFO of a healthcare provider and has worked at several regional accounting firms.
Raymond James
Raymond James
has brought Minnesota-based Think Bank’s financial planning
program to its financial institutions division. The team consists
of five advisors and five associates.
Based in Rochester, Minnesota, with additional locations in Apple Valley, Eagan and Edina, the team offers clients investment products and financial planning strategies. The advisors collectively serve approximately 3,000 clients.
The financial planning program is led by Rick Decker, vice president of financial planning.
