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

FNZ
FNZ, a global wealth management platform, has appointed Anthony Habis as group head of North America, in addition to his ongoing role as group chief commercial officer. His appointment reflects FNZ’s commitment to North America, a growth region where the firm is seeing increasing demand for its AI-enabled, end-to-end wealth management platform, demonstrated through partnerships with clients including BMO and Raymond James.

Based in the US, his leadership will support FNZ’s next phase of expansion across the US and Canada, the firm said in a statement. Habis brings more than 25 years of global leadership experience across wealth and asset management, including senior roles at MA Financial Group (Moelis Australia) and BNY Mellon, where he oversaw its client franchise across all investor segments and more than $46 trillion in assets under administration. He previously led FNZ’s Asia Pacific region.

“North America is a key market for FNZ, and I’m excited about what we can deliver next. By helping clients modernize and scale on FNZ’s AI-enabled, end-to-end wealth management platform, we can reduce friction, enable more transparent and digital-first experiences, and deliver on our mission to open up wealth for all," Habis said.

Brown Brothers Harriman & Co
Brown Brothers Harriman & Co has appointed Scott Bayer as a vice president and senior wealth planner in the firm’s Houston office. 

Bayer will work with ultra-high net worth individuals, families, and private business owners on wealth transfer planning, trust and estate administration, gift and generation-skipping transfer tax matters, and charitable planning.

Prior to this, Bayer was at Gray Reed, where he was a partner in the firm’s estate planning practice, advising high net worth individuals and families on a wide range of sophisticated wealth planning matters, including wealth transfer planning, trust and estate administration, and charitable giving. 

In February, BBH appointed William Luterman as a managing director.

Janney Montgomery Scott
Janney Montgomery Scott has welcomed financial advisor Noel Becker in Hudson, Ohio. 

Becker is joined by Jean Phelps, senior wealth planning associate. Most recently with UBS, the team manages nearly $750 million in client assets. 

The firm also brought in financial advisor Scott Patterson in Hunt Valley, Maryland. He is joining Griffin Wealth Management, a four-person team led by financial advisor and branch manager Kevin Doyle. Patterson, formerly with Raymond James, manages over $80 million.