People Moves

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

Editorial Staff January 6, 2023

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

The latest senior moves in the North American wealth management sector.

iCapital, a digital platform for alternative investments such as private equity and real estate, has appointed senior regulation and compliance sector figure Agnes Bundy Scanlan (pictured) to join its board of directors.

Bundy Scanlan has worked for 30 years in regulatory risk management and compliance. Since May 2020, she has served as president of The Cambridge Group, a regulatory risk management firm that advises financial services and fintech firms. She is also a former chief regulatory and compliance officer and global chief privacy officer at TD Bank.

In other slots, Bundy Scanlan serves on the boards of AppFolio, R1 RCM, and Truist Financial. 

Before joining The Cambridge Group, Bundy Scanlan worked as a senior advisor for consulting firm Treliant and northeast regional director at the Consumer Financial Protection Bureau. She has also served in a variety of executive roles at Bank of America and FleetBoston Financial. Earlier in her career, she was counsel at the US Senate Banking Committee.

Raymond James
Raymond James has welcomed financial advisor Kerri Willoughby to the firm’s independent advisor channel in Juneau, Alaska.

Willoughby is joined at her practice, Willoughby Wealth Partners, by office manager Katherine Erickson. Willoughby was formerly affiliated with Edward Jones where she managed nearly $145 million in client assets.

Prior to founding the business, Willoughby began her financial advising career in 2008 at Edward Jones. She graduated from Vanderbilt University with a bachelor’s degree in civil engineering and later earned a master’s degree in environmental engineering from Michigan Technological University. 

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