People Moves

Who's Moving Where In Wealth Management? – Ramapo Wealth Advisors, Raymond James

Editorial Staff March 22, 2024

Who's Moving Where In Wealth Management? – Ramapo Wealth Advisors, Raymond James

The latest senior moves and appointments in the North American wealth management industry.

Ramapo Wealth Advisors
Ramapo Wealth Advisors has appointed Alejandro Tirso (pictured) as partner and wealth advisor.

Alex Tirso

Tirso, who has more than a decade of experience in the financial industry, will be based in the firm's Ramsey office serving clients throughout the New Jersey area. 

Tirso’s career started at UBS and was followed by stints at Bank of America Merrill Lynch. For the past eight years, he was a market consultant at Invesco.

Raymond James
Raymond James has welcomed financial advisors Steven Hocking, CFP®, Jennifer Hocking and Ryan Mueller, to its employee advisor channel. 

The advisors operate from Irvine, California, and under the brand of THG Retirement Solutions of Raymond James. They are joined by senior client service associate Jennifer Uy and service and marketing specialist Karla Castro. They previously managed over $300 million in client assets at UBS. 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes