The latest moves, appointments, and other personnel changes in the North American wealth management sector.

Equitable
Equitable has appointed advisor, Shebna Olsen–Shillibeer to join its wealth management arm, Equitable Advisors.

Based in New York, Olsen–Shillibeer comes from JP Morgan Wealth Management, where she managed more than $180 million in client assets. She has three decades’ experience in the sector, working with individuals, families, corporate executives and institutions.

Equitable Advisors has more than $100 billion in assets under administration. Its parent, Equitable, is listed in New York.

Raymond James
Raymond James has appointed financial advisor Davis Brister to the group’s employee advisor channel, in Mandeville, Louisiana. 
Brister, who is arriving from Merrill Lynch, where he managed more than $312 million in client assets, is joined by senior registered client service associate Margaret Arndt and client service associate Julie Stempel.

The appointees operate as the Brister Advisory Group of Raymond James. 

Brister brings over 17 years of experience in the financial services industry.

Raymond James
Raymond James has welcomed financial advisor Jason Torrey-Payne to its employee advisor channel.
 
As Torrey-Payne Wealth Management of Raymond James, based in Pasadena, California, Torrey-Payne provides wealth management guidance to a variety of clients, specializing in active and retired firefighters and their families as part of RJA’s Pasadena branch. He has arrived from CUSO Financial Services where he managed around $365 million in client assets and is joined by client service associate Anastasia Timineri.

In total, he has more than 27 years financial sector experience. His professional experience is backed by the Certified Financial Planner designation alongside a bachelor’s degree in business economics from the University of California in Santa Barbara.