People Moves
Who's Moving Where In Wealth Management? β Mesirow, Endeavor, Others

The latest moves, appointments and personnel changes in the North American wealth management sector.
Mesirow
Mesirow, an
employee-owned financial services firm, has added Alex Gordon as
wealth advisor.
Gordon brings experience in financial planning and analysis for high net worth individuals and multi-generational families. He is joining a team that includes Lee Gordon, senior managing director and Stephanie Feldman, managing director.
In March, Mesirow made appointments in its alternative credit team.
Endeavor
Endeavor, a
SEC-registered wealth management firm, has added two former
Northern
Trust senior figures as new partners: Adam Brennen and Philip
Armes. Brennen is also president, and Armes is director of
business advisory.
βWe are laser-focused on a more personalized client experience β a view shared by both Philip and Adam. As a group, we have managed billions in client investment assets and even more when considering operating family-owned businesses and directly held assets,β Colter Lewis, founder and CEO, Endeavor, said.
Brennen has more than 20 years of industry experience. In his previous role at Northern Trust, he led the greater Houston region as a member of the executive leadership team.
Armes helps entrepreneurs navigate mergers, acquisitions, and other business transitions, from pre-transaction planning to post-sale wealth management. Previously, he was senior vice president at Northern Trust Wealth Management, leading business development for the Houston office.
Raymond James
Raymond James
has brought in former Wells Fargo financial advisors Marcus
Jones, Eric Sommers, Michael Foster and Christine Rutherford to
its employee advisor channel Β in Perrysburg, Ohio.
At Wells Fargo, the team ran $769 million in client assets. The team β operating as Foster Jones Sommers Investment Group of Raymond James β is joined by senior registered client service associate Christie Watson and client service associate Abbey Cymbola.