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

Haynes Boone
Haynes Boone, a law firm, has welcomed partner John Collins III to the firm’s Dallas office. 

Collins advises high net worth individuals, families and family offices on sophisticated tax, estate planning, wealth transfer and business planning matters. Before returning to private law practice, Collins spent 17 years with PwC in its tax and estate planning practices.

Collins is the third lateral partner to be appointed in September, following the additions of Derek Lipscombe and Alex Pratt in its labor and employment practice group. With more than 25 years’ experience, Collins is the sixth attorney to join the firm’s family wealth and estate planning practice group within the last year.

Collins, who has created generation-skipping and family dynasty trusts designed to span multiple generations, advises prominent families through multi-phase estate planning. He collaborates with investment management and funds professionals on family office structures, family limited partnerships, profits interests and related matters. Collins has co-authored numerous publications and regularly speaks at national training conferences and client seminars. He has also served as an adjunct university professor.

Crescent Grove Advisors
Andrew Krei has been promoted to chief investment officer at Crescent Grove Advisors, an employee-owned wealth management firm serving ultra-high net worth individuals, families, institutions, foundations and endowments.

Krei, who previously served as co-chief investment officer at the firm, will now lead its investment strategy and investment team, overseeing portfolio construction, asset allocation and investment research.

Dave Keevins, founder, managing director and senior client advisor at Crescent Grove, will chair the firm's investment committee and remain involved in investment oversight and client advisory work.

Crescent Grove Advisors has been operating for 11 years.

Sanctuary Wealth
Sanctuary Wealth, a platform for independent financial advisors, has appointed three senior leaders as it expands services for its partner firms.

Harry Drozdowski is joining as managing director of advanced estate and wealth planning, Reilly Cornell as vice president of mergers and acquisitions, and Kelly LaPalio as vice president of advisor growth marketing.

Drozdowski will work with partner firms serving high net worth and ultra-HNW clients on estate, trust and legacy planning, and on business structuring and succession planning. Previously, he was with Wells Fargo, where he was executive director and private wealth strategist, advising the firm's largest relationships on estate, tax and wealth planning. He is a graduate of Harvard Law School.

Cornell will help lead Sanctuary's M&A strategy and transaction execution, working with partner firms and external RIAs on acquisitions linked to growth and succession. She is joining from Bluespring Wealth Partners, where as a principal on the M&A team she evaluated more than 100 acquisition opportunities and executed more than 15 transactions in the wealth management industry. She previously worked in Citi's investment banking division, advising energy companies on M&A, strategic transactions and capital raises. She will work alongside Josef Rogers, who was promoted to director of corporate development at Sanctuary earlier this year.

LaPalio will design organic growth programs for Sanctuary's network, working with advisors on positioning, digital marketing and lead generation. She is joining from Hightower, having previously held marketing positions at FocusPoint Solutions and Avantax.