The latest moves in senior wealth management from across North America.

BNY Mellon 
BNY Mellon Wealth Management has appointed Kent Moegerle as Southeast regional president, overseeing the Atlanta, Fort Lauderdale, Miami, Naples, Palm Beach Gardens, Tampa, and Winter Park markets. 

Moegerle reports to BNY Mellon Wealth Management CEO Catherine Keating and serves as a member of the wealth management leadership team. He joined the firm in 2019 as Southeast Regional head of client strategy. Prior to this, he spent nearly two decades at SunTrust, most recently serving as private wealth management division executive with oversight of revenue growth and development of key corporate and market initiatives. 

From 2011 to 2016, Moegerle was a managing director at SunTrust, responsible for restructuring and growing the Nashville market. He is also a CFP®. A resident of Atlanta, he is active in his community, supporting the Woodruff Arts Center and the United Way. He is a former board member for the Nashville Sports Council, Nashville Opera, and Ruth Eckerd Hall.

Raymond James 
Raymond James has brought financial advisor Craig Weis to Raymond James & Associates, its employee advisor channel – in Roseville, California.

Weis joins from UBS, where he previously managed approximately $130 million in client assets. He will serve as the branch manager for RJA’s new Roseville, California, office and is joined by senior client associate Jennifer Goldsby. Roseville is part of the Northern California Complex managed by Nathan Clakley.

Weis has been in the financial services industry for more than 26 years, beginning his career as a financial advisor in Sacramento, California in 1994. In 2000, Weis joined Morgan Stanley and in 2005 began managing the company’s Roseville office, where he spent 10 years. In 2013, he joined UBS Wealth Management in Roseville as the branch manager. Weis is a graduate of California State University, Chico, with a degree in business administration and finance.

CC Capital Partners
CC Capital Partners, a private investment firm, has appointed Matthew Skurbe as chief financial officer, chief operating officer and senior managing director, effective immediately. In his role, Skurbe will be responsible for leading all operational, financial and control processes for CC Capital.

Prior to this role Skurbe was an MD in finance and the treasurer for Blackstone. He as also the chief operating officer for Blackstone Liquidity Solutions and a member of the firm's valuation committee and enterprise risk committee. Before this, he was the CFO for Merrill Lynch Bank & Trust.

His arrival coincides with a busy period for the firm. Most recently, CC Capital-backed Dun & Bradstreet completed its initial public offering on the New York Stock Exchange, following an 18-month transformation as a private company. The firm launched two special purpose acquisition companies this year, CC Neuberger Principal Holdings I and CC Neuberger Principal Holdings II.

CC Capital was founded in 2016 by Chinh Chu. Before this, Chu worked at Blackstone for 25 years and was instrumental in building its private equity arm.

Z Capital Group
Z Capital Group, a privately held investment firm with about $2.8 billion of assets, has appointed Laura Krivec as director in corporate development.

Krivec is responsible for project management and developing new and existing relationships with pension consultants, private wealth platforms and fund placement groups, as well as coordinating all outreach to current and prospective investors.

Prior to this role, Krivec worked for nearly five years at Cambridge Associates in London, most recently as an associate investment director in the Real Assets Investment Group. Previously, she served as a financial research analyst at Saracen Ventures, a private research and consultancy firm in London, where she conducted financial and geopolitical research. Krivec has a BS in finance from Arizona State University's WP Carey School of Business and an MBA from The Wharton School of the University of Pennsylvania.