People Moves
Who's Moving Where In Wealth Management? β Raymond James, Cresset
The latest senior moves, appointments and personnel changes in the North American wealth management sector.
Raymond James
Financial advisors Kenneth Buckner and Ryan Tankelewicz have
joined Raymond
James at its independent advisor channel.
The advisors, who operate as Buckner Wealth Management in Cary, North Carolina, have arrived from Edward Jones where they managed about $150 million in client assets.
Buckner brings more than 14 years of financial services experience to his role as president of the practice. A North Carolina native, Tankelewicz launched his financial services career in 2022.
Cresset
Cresset has named one
of its senior figures, Jessica Malkin (main picture), as chief
growth officer and executive managing director.
Malkin, who has been at the US firm since 2019, has served as chief marketing officer since 2021, and will continue in that role.
βWith the number of advisors making the move to independent RIAs like Cresset showing no signs of slowing down, Jessica is exactly the person we need to engage with those advisors to present the many benefits of partnering with a forward-thinking firm like Cresset,β Susie Cranston, chief operating officer for Cresset, said.
Prior to Cresset, Malkin held leadership positions at startups within the technology, consumer goods, and non-profit industries. She sits on the board of directors of Bernard Zell Anshe Emet Day School, the Susan Crown Exchange, and in 2019 was appointed by Illinois Governor J B Pritzker to the board of trustees for The Lincoln Academy of Illinois.
