People Moves
Who's Moving Where In Wealth Management? - CIBC Atlantic Trust, Raymond James
The latest moves in wealth management across North America.
CIBC Atlantic Trust
CIBC Atlantic Trust Private Wealth Management, has
appointed Brent Currier as managing director and
business development officer covering the Dallas and Austin
markets, the firm said in a statement.
With over 10 years of industry experience, Currier will foster new and existing relationships with high net worth clients, family offices, foundations, endowments, nonprofits and key intermediaries.
Prior to joining CIBC Atlantic Trust, he was a financial advisor with AB Bernstein, where he worked closely with clients to develop and execute highly customized investment, wealth transfer, tax planning and philanthropic strategies.
Raymond James
Financial services firm Raymond James has
hired financial advisors Mark Lazar to its operation in
Cottonwood Heights, a suburb of Salt Lake City, Utah, the firm
said in a statement.
Lazar comes to Raymond James from Wells Fargo Advisors, where he previously managed approximately $265 million in client assets and had $1.8 million in annual production.
He is joined by investment portfolio associate John Bergerson, and senior registered service associate and operations manager Morgan Irvin; together the team operates as Wasatch Capital Management of Raymond James. The branch is managed by Pam McComas.
Lazar began his financial services career in 1995 with Merrill Lynch in Visalia, California, after spending 16 years in the retail grocery business. In 1998, he moved to Salt Lake City and joined First Security Investor Services, which was acquired by Wells Fargo the following year. He remained with Wells until moving to Raymond James.
Bergerson began his financial career as a portfolio manager and chief compliance officer with Albion Financial Group where he spent 17 years before moving to Wells Fargo Advisors and partnering with Lazar in 2015.
Irvin joined the Raymond James Salt Lake City office in 2015 after working in operations for the Goldman Sachs private international lending desk, and prior to that at UBS Wealth Management.
