People Moves

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

Editorial Staff May 8, 2024

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

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

Raymond James
A husband-and-wife advisor team have joined Raymond James, in Edmond, Oklahoma. 

Mike Sikes and Shaley Sikes have joined the firm’s independent advisor channel. Their business, Sikes Wealth Partners, also includes client service manager Susan Moore. 

Previously, they were affiliated with Edward Jones where they managed around $200 million in client assets.

Nepsis
Nepsis, a US financial advisor and investment management firm, has appointed Amanda Butler as chief technology officer.

Butler, who has served as an outsourced consultant for Nepsis® for over a decade, brings more than two decades of technology experience. Most recently, she was principal at Mosaik Consulting, where she collaborated with stakeholders to determine areas of technology and operations which needed improvement. 

Butler started her career as an information systems manager at Telaurus Communications. Later, she was appointed the director of wealth management at Redkite (which was subsequently acquired by LiquidHub), where she continued her leadership as a director.

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