The latest senior wealth industry moves, appointments and personnel changes in North America.

Globalcap
Globalcap, a UK-headquartered tech provider for private markets, said yesterday that it has appointed Scott Kreitz, president and head of operations, to lead the firm’s US office in New York.

Kreitz has more than 20 years’ experience in financial markets, launching products across institutional and wealth management segments. 

Additionally, he is joined by US head of marketing, Alexandra Marciniak, who previously worked at Goldman Sachs and Bloomberg; head of US business development, Joshua Kasper, from Fidelity Investments; and head of “customer success US,” Carly Ferris, formerly of Z-Squared Securities.

The firm also operates in Zug (Switzerland) and Amsterdam.

Raymond James
Raymond James has welcomed a $1.3 billion former Morgan Stanley advisor team – comprising seven people – to its employee advisor channel in Las Vegas, Nevada.

The team includes financial advisors Nick Takahashi, James Zapotocky, Joshua Yocam, Luka Vasiljevic, Michael Ortega, Stephen Ellingsen and Sean Tsaconas, as well as senior client service associate Yalda Momeni. 

At Morgan Stanley, the group managed about $1.3 billion in client assets. They will operate as part of part of RJA’s Las Vegas branch, serving corporate executives, families and individuals, pre-retirees and retirees.

Raymond James
In a separate move this week, Raymond James welcomed former Morgan Stanley financial advisor Kevin L Mize to its independent advisor channel. 

Based in Scotts Valley, California as Earthrise Financial, Mize is joined by client service associate Sebastian Henshaw. Clients include business owners, multi-generational families, churches and charitable foundations. Previously, Mize was affiliated with Morgan Stanley where he managed over $200 million in client assets.

Mize, managing director, brings 37 years of financial services experience, most recently at Morgan Stanley for the last 23 years. He is a certified financial planner.