The latest moves in wealth management across North America.

TaxAct
TaxAct, a US tax advisory business, has appointed former senior KeyBank figure Fazir Jameer Ali as head of product development and customer service. He reports to Sanjay Baskaran, president of TaxAct.

A member of the TaxAct senior executive team, Ali will lead and conduct market/customer research.  

Prior to this, Ali was SVP, head of mobile strategy, digital product management and innovation for KeyBank in Cleveland. In that role, he was charged with developing and executing the total digital strategy and roadmap from idea generation all the way through to launch for KeyBank's consumer, private bank, investment services and small business units.

Earlier in his career, he spent five years with JP Morgan, working in a number of roles.

Raymond James
Financial services firm Raymond James has recruited financial advisors Gary Rosen, Daniel Kramer, Grigori Lvov and Robert Kikin to Raymond James & Associates in Hackensack, New Jersey.

The advisors join from Wells Fargo Advisors. The new office is managed by complex manager Christopher Leavy.

Rosen and Kramer operate as Constantine Wealth Management and previously managed $621 million in client assets. They provide wealth management services to high net worth individuals, entrepreneurs, business owners and healthcare professionals. 

Advisors Lvov and Kikin operate as the Lvov-Kikin Financial Consulting Group of Raymond James and previously managed $162 million in client assets.

Rosen, a founding partner of Constantine Wealth Management, has been in the sector for more than 23 years, beginning at Dean Witter Reynolds in 1994, and later Prudential Securities and Wells Fargo. 

Kramer, a partner of Constantine Wealth Management with more than 24 years of industry experience, previously served as vice president with Thomas Weisel Partners and Morgan Stanley before moving to Wells Fargo in 2002, where he served as managing director. 

Lvov began his financial services career in 2003. He has worked at RBC Dain Rauscher and later joined Wells Fargo.

Kikin began his financial services career at PHD Capital, followed by Citigroup and later, Wells Fargo.

Brinker Capital
Brinker Capital, an investment management company focused on multi-asset class investing, has appointed one member and has made several promotions to its operations across the US. They will all report to Ed Kelly, executive vice president of national sales.

Sterling Moore joins Brinker Capital as a regional director responsible for new business development and client service for the PacWest territory including, northern California, Oregon, Washington, and Alaska. Prior to joining the firm, Moore was a vice president at MassMutual Pacific, regional vice president at Global Atlantic, and divisional sales director and regional vice president at Invesco/Van Kampen Investments. 

Matt Mileski was promoted from business development consultant to regional director covering the areas of Alabama, Georgia, Mississippi, South Carolina, and Tennessee. Mileski has been with Brinker Capital for more than three years. 

In addition to his sales responsibilities as regional director in Florida and Puerto Rico, Tom Rieman will provide sales support and training as a speaker for The Center for Outcomes, an educational program backed by Brinker Capital.

Avery Cook has been promoted as the retirement plan services regional director. Cook has over 21 years of experience in the financial services industry.