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

K1x
K1x,  an AI-native tax platform built for alternative investments and private market workflows, has announced a number of appointments. The organization recently had a $175 million growth round led by Sumeru Equity Partners.

Jessica McAlpine (a former CPA and most recently vice president of product at OneStream) is joining as chief product officer. 

Christopher Sanders, formerly of Ready Education, is joining as chief financial officer, and Heather Teicher is joining as senior vice president, marketing.

RBC
RBC Wealth Management – US welcomed the Nepa/Susco Team to its Pittsburgh North branch yesterday.

The team has joined from UBS where it oversaw more than $1 billion in client assets. The group includes Raymond Nepa, managing director and financial advisor; Jennifer Susco, MD and FA; Julia Munchel, first vice president and FA; Karen Venneri, senior investment associate; and Max Freed, client associate.