People Moves

Who's Moving Where In Wealth Management? – TIFIN, Ameriprise Financial, Others

Editorial Staff June 6, 2024

Who's Moving Where In Wealth Management? – TIFIN, Ameriprise Financial, Others

The latest senior moves, appointments, and personnel changes in North America's wealth management industry.

TIFIN, a fintech firm with a focus on AI, has named investor and entrepreneur Ken Denman (pictured) to join its board of directors. 

Among previous roles, Denman was president and CEO of Emotient, an authority on automated facial expression analysis, which was acquired by Apple in 2016.

He serves as a general partner at Sway Ventures, a US-based venture capital firm investing in early- to mid-stage technology companies. In addition to Sway and TIFIN, he holds positions on several boards, including Costco Wholesale and Motorola Solutions. 

In other roles, he has been CEO at Openwave Systems and iPass Inc. 

Founded by Dr Vinay Nair, TIFIN creates and operates new companies that apply data science, AI, and technology to address frictions in wealth and asset management. TIFIN has been backed by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, SEI, Motive Partners, and Broadridge among others.

Ameriprise Financial
Private wealth advisor Kyle Rasmussen and financial advisor Nick Blasberg have joined the independent channel of Ameriprise Financial. They joined from LPL Financial in Reinbeck, Iowa with over $105 million in client assets. 

Their practice operates under the name Generational Wealth Partners and includes financial planning specialist Hunter Bell.  

Rasmussen, who has nearly 15 years in the industry, has returned to Ameriprise Financial after a five-year stint at LPL.

The team is supported locally by Ameriprise franchise field vice president Brad Sabol and Ameriprise regional vice president Michael Lawson.

Raymond James 
A group of financial advisors in Anchorage, Alaska overseeing almost $600 million of clients’ assets are teaming up with Raymond James.

The advisors are Keith Green and John Coon.

Green was previously with Morgan Stanley, where he managed over $290 million in client assets. He leads Borealis Wealth Advisory of Raymond James and is joined by investment portfolio associate Christian Deykes. 

Coon managed about $308 million in client assets at Merrill Lynch and is joined by client service associates Gail Hill and Ally Berg. The group operates as Pioneer Peak Wealth Management of Raymond James.

The addition of the new advisors and three branch professionals expands RJA's footprint in Alaska – it has set up a new Anchorage branch office. Idaho complex manager Todd Lovell and division sales manager Nancy Olzack supported the teams' transition.

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