People Moves
Who's Moving Where In Wealth Management? – Wilshire, Raymond James
The latest appointments, personnel changes and moves in the North American wealth management sector.
Wilshire
Wilshire, an
investment solutions and analytics platform, has appointed former
Cerity Partners chief growth officer Todd Cassler as chief
revenue officer.
In this newly-created role, Cassler will lead Wilshire’s global growth and distribution strategy across its wealth, retirement, alternatives, and data and analytics businesses. Cassler reports directly to Jason Schwarz, CEO.
Cassler is joining Wilshire with more than 20 years of experience in financial services, building and leading businesses across wealth management, asset management, and institutional advisory. Besides Cerity, he has worked at Mariner, John Hancock Investments and Manulife Investment Management.
Wilshire has over $1.5 trillion in assets under advisement and $125 billion in assets under management.
Raymond James
Raymond James
said it has recently welcomed financial advisors Jason Holland
and Candice Holland to its independent advisor channel.
The husband-and-wife duo arrive from Truist Investment Services
where they managed approximately $125 million in client assets.
Their Holland & Co Wealth Advisors business is in Melbourne,
Florida.