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

Steward Partners
Steward Partners, a US wealth manager, said yesterday that financial advisor Casper Terpinski has joined its Dallas, Texas-based Park Cities Group team, adding $230 million in client assets. He is now managing director and wealth manager at The Park Cities Group at Steward Partners.

Terpinski has worked for more than four decades in the industry as a broker and financial advisor. He co-owns TurnPro LLC and provides customized wealth management strategies.

Steward Partners was founded in 2013. It offers wealth planning, private banking, institutional consulting, and business solutions. It was responsible for over $43 billion in client assets as of July 2025. 

RBC Wealth Management – US 
RBC Wealth Management – US said yesterday that Carol Mani Johnston has joined as a managing director and financial advisor in its San Antonio, Texas branch. 

Johnston, formerly at UBS where she managed $300 million in client assets, has worked in the sector for almost 40 years. She spent the majority of her career at Smith Barney before joining UBS.

Johnston is joining a team at RBC Wealth Management that manages over $1 billion in client assets. The Evergreen Private Wealth Group is led by father-son Phillip and John Friesen, financial advisors Greg Bowman and Josh Zeleskey, senior financial associate Karen Shaw, and senior investment associate Bonnie McKinney.