People Moves

Who's Moving Where In Wealth Management? – Wealth Access, Raymond James, Cetera

Editorial Staff September 13, 2024

Who's Moving Where In Wealth Management? – Wealth Access, Raymond James, Cetera

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

Wealth Access
Wealth Access, a wealth data technology firm, has appointed Drew DiMarino as chief revenue officer. 

DiMarino, who brings almost three decades’ experience to the job, has worked in financial and wealth sector businesses such as Riskalyze – now called Nitrogen Wealth. DiMarino has also held executive positions at Apiture and eMoney Advisor.

Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform.

Raymond James
Raymond James has welcomed financial advisors Chas Gualano and Andrew Comans to Raymond James Advisor Select within its employee advisor channel, in Brandon, Mississippi.

The team serves business owners and family offices as Gualano Comans Wealth Advisors of Raymond James, part of RJA’s Brandon branch led by complex manager Bill Geary. They arrive from LPL Financial where they managed over $360 million in client assets and are joined by client service associate Nicole Schuh.

Cetera
Cetera Financial Group has brought in a former UBS figure to its Wilde Wealth Management Group, to head its newly-created W Family Office Division.

Drew Kliber, who has managed more than $400 million, will lead the organisation. The new division of Wilde Wealth will deliver “white glove” service for high net worth clients with $5 million to $10 million in investible assets.

Wilde Wealth manages more than $3.6 billion in assets and its advisors have been affiliated with Cetera Advisors since 2007.

"Drew is uniquely qualified to lead our efforts to extend Wilde Wealth's capabilities and services to more high net worth clients and ultra-high net worth clients," Trevor Wilde, founder and CEO of Wilde Wealth, said.

Kliber has nearly 30 years of financial services industry experience. He co-founded the Rocky Mountain Group in 2000 and joined UBS in 2006.

Cetera oversees more than $521 billion in assets under administration and $224 billion in assets under management, as of June 30, 2024. Earlier in September, a seven-person team, Innovative Premier Financial Services, joined Cetera Wealth Partners. In early August, Cetera said that California Coast Credit Union was partnering with Cetera Financial Institutions. In late July, Mike McCormick, doing business as Southshore Wealth Management, joined Cetera Advisor Networks via Summit Financial Networks.  

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