People Moves
Who's Moving Where In Wealth Management? - Marc Bell Capital, LPL Financial
The latest moves in wealth management from across North America.
Marc Bell Capital
Marc Bell
Capital, a family office based in Boca Raton, Florida, has
appointed Katya Fisher as advisor. Fisher is a subject matter
expert and frequent speaker and media commentator on blockchain,
technology, and law. She represents clients on the regulatory
landscape for digital assets, including but not limited to
AML/KYC compliance, investor due diligence and token offerings.
Fisher also advises clients on corporate matters and technology transactions including entity formation, corporate governance, fund formation, mergers and acquisitions, private securities offerings, IP protection, technology licensing, privacy and data security, and regulatory compliance.
Marc Bell Capital was founded in 2003.
LPL Financial
Advisors Barry Rucks and Matt Silverhardt of Barry A Rucks &
Associates, have joined LPL Financial’s broker-dealer and
corporate registered investment advisor platforms. Rucks and
Silverhardt reported having served approximately $225 million of
client brokerage and advisory assets and join from Ameriprise
Financial Services.
Rucks, a financial advisor with over 25 years of experience, and
Silverhardt began working together in 2008. Their firm is based
in Philadelphia, LPL Financial
said.
