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

Osaic
Osaic, one of the largest providers of wealth management strategies in the US, has appointed Sayee Bellamkonda as chief AI and technology officer.

Bellamkonda will lead Osaic's advisor- and client-facing technology, AI and cybersecurity strategies. He will join the firm's executive committee and will report to chief executive Jamie Price.

The appointment covers technology, data and AI infrastructure across the organization, with a mandate to increase advisor and employee productivity, improve client outcomes and support scalability as Osaic builds out existing technology initiatives.

In recent news, O’Reilly LLC, a wealth advisory firm based in Chesterfield, Missouri, joined Millenia Investments and affiliated with Osaic.