People Moves
Who's Moving Where In Wealth Management? - Bleakley Financial Group
The latest moves in the North American wealth management market.
Bleakley Financial Group
Boston-based wealth managers John Mara and Shaun Feldeisen have
joined Bleakley
Financial Group, which is supported by Private Advisor
Group. Between them, the advisors oversee about $200 million
of client brokerage, advisory and retirement plan assets.
Previously, they worked at Northwestern Mutual Investment
Services.
PAG is aligned with LPL Financial, the US investment advisor and broker-dealer firm.
The two advisors work with team members Jonathan Caplan, Mousami Pandey, Uli Akbarova and Emily Moncton.
Merrill
Carole Wentz has been appointed division executive for Merrill’s
Texas Mountain South division.
Wentz began her career as a financial advisor in Dallas, and has held a number of leadership roles for Merrill Lynch Wealth Management during the last 24 years, most recently serving as market executive for Greater Orange County.
She joins the leadership team of Andy Sieg and will help drive responsible growth across the division’s six states (Arizona, Colorado, Missouri, New Mexico, Oklahoma and Texas) which are home to more than 3,300 Merrill Lynch Wealth Management employees. Sieg is president of Merrill Lynch Wealth Management.
