People Moves

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

Editorial Staff July 8, 2024

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

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

Raymond James 
Raymond James has welcomed financial advisor Billy Focia to its employee advisor channel ­in Birmingham, Alabama.

Focia arrives from Merit Financial, where he managed around $105 million in client assets. As F3 Financial of Raymond James, Focia is joined by senior client service associate Dedie McCraw; together they serve families and individuals, pre-retirees and retirees, business owners and corporate retirement plans as a part of RJA’s Birmingham branch, led by complex manager Michael Turnbough.

Focia brings over 24 years of financial services industry experience to his role as senior vice president, wealth management. He began his career in 2004 as a securities trader at E*Trade and later joined Merrill Lynch as a wealth manager. Most recently, he served as a financial advisor during a seven-year tenure at Merit Financial. 

MSCI, provider of investment indices and other data, has appointed Alvise Munari as chief product officer. Previously, he was chief client officer. Munari, based in Geneva, has 20 years’ financial industry experience, including product innovation leadership roles at Goldman Sachs, Merrill Lynch, and Morgan Stanley. 

In his new position, Munari will continue to report to Baer Pettit, president and chief operating officer at MSCI.

Remy Briand previously served in the CPO role, a spokesperson for MSCI told this publication when asked about the matter. Briand has taken on a new role at MSCI as head of solutions, leading MSCI’s strategy for clients who need integrated suites of solutions and services across MSCI’s offerings.

As a result of Munari's appointment, Axel Kilian will be appointed as chief client officer, reporting to Pettit. Kilian joined MSCI in 2020 as head of client coverage for EMEA. He has 25 years of experience in the investment industry, leading EMEA and global coverage organizations at UBS, Nomura, Lehman Brothers, and JP Morgan.

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