The latest moves in the North Ámerican wealth management sector.

Bonhams
Bonhams has appointed Sherri Cohen to the newly-created role of head of US business development. Cohen, who was a vice president and director at Bonhams in the trusts and estates department, is starting immediately and is based in New York.

Cohen has secured numerous consignments including the Brinkman, Studzinski and Steinbrenner collections and, most recently, works from the prestigious Mary Duke Biddle Foundation. In her new post, she will be responsible for increasing business at Bonhams auction rooms in New York and Los Angeles. She is an attorney qualified in the US and UK.

Raymond James
Raymond James has brought over financial advisors Ernesto Angueira and Eric Muñoz to its employee advisor channel in Miami, Florida.

Angueira and Muñoz were previously at UBS, where they managed around $300 million in client assets. They are joining the Miami office, which is managed by Mike Origlia; it is part of the South Florida Complex, managed by Steve Sullivan. 

The two appointees are joined by investment portfolio associate Nicholas Suarez and client service associate Natalia Navarro. The team operates as Alianza Wealth Management Group of Raymond James.

Angueira has been in the financial services industry for 34 years. Prior to joining Raymond James, he spent 19 years at UBS and 15 years in private banking with Chase. Angueira has experience in advising high net worth and ultra-high net worth clients on a range of financial matters. He earned his bachelor’s degree in finance and an MBA in international finance from St Thomas University.

Muñoz began his financial services career in 2000. Prior to joining Raymond James, he was a senior vice president serving clients at UBS. Muñoz earned a bachelor’s degree in finance from Florida State University and an MBA from Florida International University. He is treasurer of the Crockett Foundation, which provides educational opportunities to underserved youth in South Florida, and serves on the board of governors of the Florida State University College of Business. Muñoz also served on the board of the Florida State Alumni Association.

Mazars USA
Mazars USA, the accounting, tax, and consulting firm, has appointed Ian Duncan as chief marketing officer, based in the New York office.

Prior to joining Mazars USA, Duncan was the global brand leader for PricewaterhouseCoopers, where he led the worldwide brand transformation.

Originally a UK national, Ian holds a bachelor of arts in history from the Essex University and a master's degree in marketing from Northumbria University Business School.