The latest moves in the North American wealth management market.

LPL Financial Holdings
LPL Financial Holdings has nominated Corey Thomas to be elected to its board of directors at this year's annual shareholder meeting on May 8.

Thomas serves as chief executive of Rapid7, a public technology company based in Boston.  He will join LPL’s board with two decades of experience working for companies such as Microsoft and Deloitte Consulting.

Facet Wealth
Facet Wealth has appointed Tyler Craig as its new planning team lead. Craig is a 14-year veteran of Vanguard and senior manager of its Personal Advisor Services business.

Craig will lead the expansion of the planning team, overseeing hiring, onboarding, training, coaching, and development processes.

Most recently, he led the mass affluent and high net worth teams of Vanguard’s Personal Advisor Services, managing more than 11,000 clients and over 100 CFP® professionals on the West Coast. He earned a BS in finance from the W P Carey School of Business at Arizona State University, an MBA in finance at St Joseph’s University, and a Securities Industry and Financial Markets Certificate at The Wharton School at the University of Pennsylvania.

Argent
Argent Trust Company, the wealth management group based in the southern states of the US, has hired Morgan Henry Gearhart as vice president and trust officer in the company’s Birmingham office.

She will report to Ken Alderman, president of Argent Trust. Gearhart will be responsible for managing family and institutional relationships. Prior to this, she worked at Regions Financial in Birmingham, where she had been a trust officer since 2014.

Gearhart earned her joint JD/MBA from the University of Alabama in 2014. She is a member of the Alabama State Bar, and serves as a member of the executive board of the Estate Planning Council of Birmingham.

Rockefeller
Rockefeller Capital Management has appointed Charles Royce as a senior advisor to the Rockefeller Global Family Office.

Royce has more than five decades of experience in the financial services industry.

“Chuck is a legend in the industry, widely recognized as one of the pioneers of small-cap investing,” Gregory J Fleming, chief executive of Rockefeller Capital Management, said.

In addition to his role as senior advisor to the Rockefeller Global Family Office, Royce is chairman and portfolio manager of Royce & Associates, the firm that he founded in 1972, after retiring as its CEO in 2015. Royce & Associates specializes in domestic and international small-cap stock investments.

Royce is a graduate of Brown University and received his MBA from Columbia University. He currently serves as a trustee of the Frick Collection, the Bruce Museum, the National Trust for Historic Preservation, Berkeley Divinity School at Yale, and the Compass Rose Society.