The latest senior moves in the North America wealth management market.

Bailard, a US wealth and investment firm in San Francisco Bay Area, has appointed Janet Walker, a figure with 22 years in the sector.

Walker will develop and implement investment strategies for clients across Bailard, including multi-generational ultra-high net worth clients.

Before joining this firm, Walker worked at Wells Fargo, most recently in the San Francisco office of Abbot Downing, Wells Fargo’s business catering to UHNW individuals (since re-named). In this role, she was managing director and senior portfolio manager. (In March Wells Fargo rebranded its Abbot Downing business to move under the Wells Fargo Private Bank brand.)     

“Bailard’s leadership, award-winning woman-led culture, and dedication to its clients stood out,” Walker said.

While at Wells Fargo, Walker led the Wealth & Investment Management Diversity, Equity and Inclusion (DE&I) Council initiative for employee development. She has worked in areas such as financial literacy and investment education with the Wall Street Wizards Academy and served on the board of directors for the Piedmont East Bay Children’s choir. In addition, she has mentored and advised a globally diverse group of students from the University of the Pacific Eberhardt School of Business on equity investing and global markets.

Walker earned her bachelor’s degree in molecular biology with a minor in chemistry from San Francisco State University. She is a CFA charterholder and a member of the CFA Institute and the CFA Society of San Francisco.

Bailard oversees almost $5 billion of assets under management, as of the end of March.

Whitlock, Ameriprise
Whitlock Wealth Management, the Virginia-based firm that is a part of Ameriprise Financial Services, has appointed Stephanie Martin and Olivia Blackman.

Martin, who is joinng as client service specialist, holds a bachelor of arts degree in sociology with a social work concentration from Roanoke College.

Blackman, who is joining the team as operations manager, has over 20 years of experience in the banking and client service industry as a relationship manager. 

Ameriprise Financial has a network of approximately 10,000 financial advisors.

Kickstand, TruClarity
Kickstand Wealth Advisors, based in Pittsford, New York, has launched its wealth management practice with the support of TruClarity Wealth Advisors' RIA platform. 

Chad W Goodchild and Jacob W Schlicht will lead the firm as managing partners with more than 30 years of combined industry experience. Goodchild and Schlicht will work with Devyn A Squires, wealth planner and Christine D Fusare, director of client services. Before creating Kickstand, they managed a combined $441 million in client assets at Merrill Lynch.

TruClarity Wealth Advisors assists advisors with going independent, offering a variety of solutions for the transition process.

NewEdge Wealth
NewEdge Wealth a registered investment adviser specializing in ultra-high net worth, family office and institutional clients, has appointed Glen Mintz as managing director, portfolio manager. 

Mintz will also be responsible for spearheading NewEdge Wealth’s expansion to Park City, Utah, slated to open this summer. Until the Park City office is established, he and his team will be operating from the Pittsburgh office.

Mintz has more than 30 years of experience in the financial services industry and specializes in managing equity portfolios. Prior to joining NewEdge Wealth, Mintz served in various portfolio management and financial services leadership roles for the last three decades.

The firm, an RIA, was established in 2020 in partnership with EdgeCo Holdings to lead the wealth management division. NewEdge Wealth currently has $26 billion assets under advisement. It was established via a partnership between EdgeCo and a four-person wealth management team comprising Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr.

LPL Financial
LPL Financial, the New York-listed group, announced this week that financial advisor Joseph F Myer has joined its broker-dealer, corporate registered investment advisor and custodial platforms. He is aligned with Gladstone Wealth Partners, an enterprise supporting LPL-affiliated advisors. Myer reported having served approximately $250 million in advisory, brokerage and retirement plan assets, and joins LPL from Merrill Lynch.

After spending the first two decades of his career at Wall Street firms, Myer chose to move to LPL and Gladstone to launch his new independent practice, Veritas Capital Management.