People Moves
Who's Moving Where In Wealth Management? - Raymond James, Seven Canyons Advisors
The latest senior moves and appointments in the North American wealth management industry.
Raymond James
Raymond James
has appointed former Edward Jones and UBS figure Robbie Moseley
as vice president and head of Advisor Choice Consulting, the
firm’s financial advisor recruiting platform.
Moseley joined the firm yesterday, succeeding Barry Papa, who passed away suddenly in March this year.
Advisor Choice Consulting helps advisors who are interested in transitioning to Raymond James find the right affiliation model to build and grow their business, Florida-based Raymond James said in a statement.
Moseley reports to Kim Jenson, private client group chief operating officer. At Edward Jones, he was director of financial advisor recruiting and integration, and led talent acquisition for the firm's eastern division. Previously, he worked at UBS in a variety of capacities.
Seven Canyons Advisors
Samuel Stewart, co-founder of Seven Canyons
Advisors, founder of Wasatch Global Investors and a prominent
investor, has died at the age of 79 at home on November 23 after
recent heart surgery.
After receiving a PhD from Stanford and teaching at Columbia University, Stewart returned to his home state to teach at the University of Utah. In 1975 he founded Wasatch Advisors. He served as CEO of Wasatch until 2009 and, late in his career, embraced the opportunity in 2018 to join Seven Canyons to work with his sons Spencer and Josh Stewart to help build another investment firm.
“Sam will be remembered for an investment career spanning nearly 50 years,” said Spencer Stewart. “He mentored scores of people and delivered outsized investment results for clients over decades. We are grateful for his lasting impact on us all.”
Stewart is survived by his wife, his seven children, two stepchildren, and 11 grandchildren.
Seven Canyons Advisors is based in Salt Lake City.