People Moves

Who's Moving Where In Wealth Management? – Russell Investments, Private Advisor Group, Others

Editorial Staff May 3, 2024

Who's Moving Where In Wealth Management? – Russell Investments, Private Advisor Group, Others

The latest moves and appointments in the North America wealth management industry.

Russell Investments
Russell Investments has appointed John Roche as head of RIA distribution. 

In this newly-created role, Roche leads business strategy, distribution, and product development efforts within the registered investment advisor channel. Roche reports to Brad Jung, head of North America Advisor & Intermediary Solutions at Russell Investments.

Previously, Roche was CEO for R Cubed Global Capital since 2020, a partner and co-founder of R3ETFs, and served as vice president of Anchor Capital Advisors. Earlier in his career, he held sales-related positions at Poplar Forest Capital, Gabelli Funds and Thornburg Investment Management.

Private Advisor Group
US firm Private Advisor Group has brought Ethan Campbell, wealth advisor of Stones River Wealth Management, into its community of advisors. 

Based in Woodbury, Tennessee, team members also include Collin Reed, wealth advisor and Alana Hale, office administrator. 

The firm oversees a reported $90 million in client assets under management.

State Street
State Street has appointed former Citigroup figure Elizabeth Lynn as executive vice president and global head of investor relations. Lynn will report to Eric Aboaf, vice chairman and chief financial officer for the firm. 

Lynn has more than 20 years’ experience in investor relations.

At Citigroup, Lynn was managing director and lead finance officer for the US bank’s corporate and investment banking organization. She joined the investor relations team in 2013. Lynn holds an MBA in finance from Stern School of Business at New York University, and a BA from the University of Pennsylvania.

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