The latest moves in the North American wealth management industry.

Legacy Capital, a registered investment advisor based in Arkansas, has named Robert C Roberts as chief operating officer, a new role for the firm, it told this publication.

After spending eight years as a CPA with KPMG and Arthur Andersen, Roberts joined Baptist Health in 1988 as assistant vice president of finance. In 2008, he was promoted to senior vice president and CFO, and in 2014 was named executive vice president and CFO.

In addition to the Little Rock office, the firm has plans to expand into Northwest Arkansas in 2019.

Legacy Capital, originally part of the Legacy Capital Group, has been providing wealth management services since 1977. It is led by president Matt Jones and managing principal Jason Prather.