The latest senior wealth management sector moves in North America.

Woolery & Co
Woolery & Co, a New York-based boutique law firm that advises founders, family offices, funds and companies on strategic transactions, has hired Debbie Wang as counsel from Ropes & Gray.

Wang had recently been elected counsel at Ropes & Gray. There she advised public and private companies, financial institutions, funds, family offices and investors on mergers and acquisitions, divestitures, minority investments and other strategic corporate transactions. Her work covered financial services, media, consumer goods and life sciences. At Woolery & Co she will be involved in M&A and complex strategic deals.

Jim Woolery, founder and managing partner, launched the firm in November 2020 to represent families and family offices in large transactions, according to Law.com. He had previously led the M&A and corporate governance practices at King & Spalding. Before that he was co-head of North American M&A at JP Morgan from 2011 to 2013 and a partner at Cravath, Swaine & Moore. 

The firm keeps its headcount small by design and says it does not take on routine relationships. It bills on a results-based model and argues that its size frees it from the conflicts that limit larger firms. Wang’s hire follows earlier additions from large firms, including associate Ben Howard, who joined from Kirkland & Ellis in 2023.

LPL Financial
LPL Financial said that financial advisor Nathan J β€œNate” Hershman has joined its broker-dealer and RIA platforms to launch SteadRock Private Wealth. 

Hershman, who reported serving about $185 million in advisory, brokerage and retirement plan assets, has joined from Edward Jones. The SteadRock business is based in North Canton, Ohio.