The latest senior wealth management sector moves in North America.

Raymond James
A team of three advisors that managed more than $1.5 billion in client assets at PNC Private Bank has joined Raymond James & Associates, the employee advisor channel of the US wealth management group.

Kenneth Killfoil, Kathleen Koch and Kris Morin, all managing directors, will operate as KKM Wealth Partners within Alex Brown, Raymond James’s private client division. The Washington DC-based team is joined by registered client service associate Mallory Schmidt.

The team advises high net worth individuals and multigenerational families, corporate executives, business owners, foundations, endowments and non-profits, Raymond James said in a statement. 

Killfoil, who spent 13 years at his previous firm, holds an undergraduate business degree from Wake Forest University and a master’s in business from Georgetown University. Koch spent 10 years at PNC Private Bank. Morin, who practised as a trusts and estates attorney before moving into financial services in 2022, holds a master of laws in taxation from Villanova University.

Raymond James also  welcomed financial advisors Samuel “Sam” Mintz and Stephen “Steve” Gow to its employee advisor channel. As managing directors, Gow and Mintz co-lead the Mintz & Gow Group of Raymond James in Richmond, Virginia, serving families, business owners and non-profit organizations through financial planning and investment guidance. The advisors, who arrived from Truist Investment Services where they managed over $1.2 billion in client assets, are joined by client service associates Cheryl Franz and Donna Minkeson-Shaw.