The latest senior wealth management executive moves in North America.

Pritzker Private Capital
Pritzker Private Capital, a “family direct investing” group, has appointed Thomas J Leverton, an experienced business figure, to join its services team as operating partner. Leverton replaces Gregg Kaplan as operating partner on PPC’s Services team. Kaplan recently became CEO of Valicor Environmental Services, a PPC company.

Leverton will co-lead PPC’s Services team in partnership with Ryan Roberts, investment partner – services. The firm said that Leverton’s appointment underlines its capabilities in supply chain services, industrial services, and commercial and facilities services.

Most recently Leverton served as chief executive of CEC Entertainment, the parent company of Chuck E Cheese and Peter Piper Pizza. Leverton previously served as CEO of Topgolf, a global sports and entertainment company, and CEO at Omniflight, a nationwide air medical operator. Earlier in his career, he carried out senior operating roles at FedEx Office and TXU Energy. He began his career at Johnson & Johnson and Bain & Company. 

Pritzker Private Capital’s group of services companies include ENTACT, an environmental remediation and geotechnical construction services company; PECO Pallet, a North American player in pallet rental services and logistics; and Valicor Environmental Services, one of North America’s larger providers of non-hazardous wastewater treatment services.

Raymond James
Raymond James has brought in financial advisors Chris Messick; David Peacock; Alex Taylor, and Matt Sibley to its independent broker/dealer business in Dallas, Texas.

The team operates as Messick Peacock & Associates and joins from Northwestern Mutual Investment Services, where they previously managed about $640 million in client assets. They are joined by chief operating officer Lynda Roman, marketing manager Whitney Goellner, senior client services manager Caleb Lamb, client services manager Marlon Medrano and executive assistant Marsha Hale.

Previously, Messick spent 27 years at Northwestern Mutual Investment Services. In July 2019, he earned his Certified Private Wealth Advisor® designation from the University of Chicago Booth School of Business. Peacock has over 25 years of financial services experience. Prior to joining Raymond James, he spent 22 years at Northwestern Mutual Investment Services.