The latest moves in wealth management across North America.

Alvarez & Marsal
Global professional services firm Alvarez & Marsal has appointed Michael Henry O’Keefe as a senior director in New York, the firm said in a statement.

In this role, O’Keefe will focus on A&M’s Wealth Management offerings, advising clients on strategic plans, regulatory gap remediation, price realization and enhancements to risk management and governance and service delivery models.

O’Keefe has over 25 years of financial services industry experience. He has held multiple senior roles in the Americas and Europe, where he has worked on numerous multinational projects involving the US, Latin America and Europe. Prior to joining A&M, O’Keefe was at Tindeco Financial Services AG, a Swiss based financial technology focused on the asset management and wealth management sectors, where he was responsible for building professional sales and client acquisition marketing.

RBC Wealth Management
RBC Wealth Management has appointed Alison Gardner to its Sarasota office as a senior vice president and financial advisor, the firm said in a statement.

Gardner joins RBC Wealth Management from Morgan Stanley.  She brings 33 years of industry experience to the firm, and manages $125 million in assets.

Private Vista
Chicago-based wealth management firm Private Vista has hired a fifth partner to the team, the firm said in a statement.

Doug Brown, of the Advisors Group of Chicago, has merged his practice with Private Vista. Brown will join the firm and will be responsible for advising clients.

Private Vista manages approximately $1.5 billion in assets after the merger with Brown's group, and has clients around the Chicagoland area and across the US.