The latest moves in wealth management across North America.

Acumen Wealth Advisors
Tennessee-based Acumen Wealth Advisors, an independent asset management and financial planning firm, has appointed Julie McLain as a private client relationship manager.

McLain will collaborate with Acumen’s chief investment officer, chief compliance officer, and wealth strategist to improve services for the client.

Prior to joining Acumen, she was a trust advisor assistant and she was responsible for account management and maintenance.

RBC Wealth Management
RBC Wealth Management has hired the Bivona Consulting Group to its Glastonbury, Connecticut operation.

The team consists of Joseph Bivona, managing director and financial advisor, who joins with 36 years of industry experience; Thomas Bivona, managing director and financial advisor, who has 25 years of experience; and Robert Impelluso, vice president – financial advisor, who has seven years of experience. 

They manage approximately $925 million in client assets and join from Wells Fargo Advisors. 

Accompanying them at RBC WM is Lori Carroll and Eileen Martyn, senior registered client associates.