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

Raymond James has welcomed eight financial advisors to its independent advisor channel. The team comprises advisors Tom Klim, Zel E Bush, Steve Raseta, Rich Sacui, Adam Bernard, Ryan Miller, Derik Ronci and Parker Sherry. The group, from Cambridge Investment Investment Research, previously managed more than $450 million in client assets.

The team operates as WRS Wealth Advisors in Boardman, Ohio. 

Rossby
Rossby Financial said it has a new chief compliance officer, Marissa Harris (pictured below), who has worked in risk and compliance in financial services for almost two decades.

Marissa Harris

Rossby's founder Andrew J Evans has been acting as the firm's CCO for the last year.

Before taking the compliance helm at Rossby, Harris was founder of JBD Risk & Compliance, senior director of business line risk management at Synchrony, chief compliance officer at JLA Securities, senior director of business line risk management at Ally Invest and compliance manager at LPL Financial.

Founded in 2023, Rossby Financial LLC is an open-architecture registered investment advisor.

Silvercrest Asset Management
Silvercrest Asset Management, which has opened its first Atlanta office, has appointed Brittain Prigge as managing director. Prigge joins with more than 35 years of wealth management expertise. Prior to Silvercrest, she was a founding partner and president of Balentine, an Atlanta-based multi-family office. 

The Atlanta office represents an important step in Silvercrest’s broader Southeast and national market strategy, reinforcing the firm’s commitment to serving ultra-high net worth individuals and families in dynamic and growing markets. 

“Atlanta is a natural next step in our expansion strategy, reflecting both the strength of the market and the increasing demand for thoughtful, long-term investment and advisory services. We have tremendous confidence in Brittain. Her deep understanding of the Atlanta community, combined with her longstanding relationships and respected track record, uniquely position her to contribute to our growth,” Richard R Hough III, chairman and CEO of Silvercrest, said.

Before her Balentine role, Prigge served as head of investment advisory, Southeast at Wilmington Trust. Prigge began her career at Merrill Lynch, Pierce, Fenner and Smith, and joined Balentine & Company in 1994, becoming a partner in 2001. 

Prigge serves on the boards of Covenant House Georgia, the Buckhead Coalition, Breakthrough Atlanta, and the Metro Atlanta Chamber. She received a BA in political science from Vanderbilt University and is a member of the CFA Institute and the CFA Society of Georgia, as well as the Ultra High Net Worth Institute. (Family Wealth Report is exclusive media partner to the Institute.)