People Moves
Who's Moving Where In Wealth Management? - EisnerAmper, LPL Financial
The latest moves in wealth management from across North America.
EisnerAmper, the professional services firm which has branched into areas including family offices and private client work, has appointed Brian Friedman as a director of business development.
Friedman has more than 20 years of experience in tax, accounting, audit, IT controls, SOX 404, business process automation, artificial intelligence, bots, software implementation, finance, and relationship management. He also has experience in software solutions and services for the accounting market. Prior to joining the firm, Friedman spent 15 years as a director of professional software sales at a global, publicly-traded firm.
In his new role, Friedman will be based in the firm’s Iselin, New Jersey, office.
LPL Financial
LPL Financial
has brought over Carter Johns, Michael Chu and John Gillis to its
registered investment advisor and broker-dealer platforms.
The advisors comprise JCG, LLC in Chesapeake, Virginia, reported having served more than $150 million of client brokerage, advisory and retirement plan assets. They join LPL from Ameriprise Financial.
Gillis, Chu and Johns formed JCG in 2012.
