People Moves
Who's Moving Where In Wealth Management? – F2 Strategy, LPL Financial
The latest senior wealth management industry moves, appointments and personnel changes in North America.
F2 Strategy, Meradia
Meradia, an F2
Strategy company and consulting firm for wealth and asset
managers, has appointed Glen Robertson as director.
Robertson brings more than two decades of experience in investment operations, technology implementation and business transformation, including more than a decade guiding institutional investment managers through complex SimCorp programs.
He is based at F2 Strategy’s West Chester headquarters, Pennsylvania.
LPL Financial
LPL Financial
said this week that financial advisor Chris Stockton has joined
its broker-dealer and RIA platform. Stockton, who was formerly
with Edward Jones, reported serving approximately $160
million in advisory, brokerage and retirement plan assets.
The founder of Guidepost Wealth Management, he is based in Stillwater, Oklahoma.