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

Raymond James 
Raymond James has welcomed financial advisor Brett Goldstein to its employee advisor channel in New York.

Arriving from LPL Financial, Goldstein managed more than $245 million in client assets. As Brett Goldstein of Raymond James, he serves families and individuals, retirees, business owners and corporate retirement plans as a part of RJA’s New York branch, led by complex manager Judson Potter.

Goldstein brings more than 15 years of financial services industry experience to his role as senior vice president of wealth management. He began his career in 2009 and most recently served as a financial advisor during an eight-year tenure at LPL Financial. In addition to being a Certified Financial Planner™ professional, Goldstein’s experience is backed by a bachelor’s degree in psychology and economics from the University of Virginia.

Petra Funds Group
Petra Funds Group, a New York-headquartered private funds administrator, has added Nicholas Gajdjis as a senior advisor.

Gajdjis is joining Petra after nearly four decades at EY, where he worked with financial services and investment management firms. For the last 20 years, he has specialized in private equity as an audit partner to private equity funds, investment advisors and regulated investment companies. Gajdjis has advised clients on startup operations, accounting policies and procedures, internal controls, regulatory matters, valuation, complex fund structures, and finance and reporting operating models.

Petra, which has offices in New York, Los Angeles and Boston, as well as London and Amsterdam, administers funds and structures totaling more than $200 billion in assets.

Ameriprise Financial 
Ameriprise Financial has appointed former UBS financial advisor Michael Walstien to join its branch channel. He oversees $150 million in assets in Wayzata, Minnesota.

Walstien is joined by client service associate Kaeli Williams. They are supported locally by Ameriprise complex director Adam Lukens and Ameriprise regional vice president Mitch Doren. More than 400 advisors moved their practices to Ameriprise in 2023; about 1,700 have moved in the past five years.