People Moves
Who's Moving Where In Wealth Management? - Truist Wealth, DeVoe & Co
The latest senior moves in the North American wealth management industry.
Truist Wealth
Truist Wealth
has added a group of former Wells Fargo Private Bank advisors to
its New England team.
Kenneth Connors has been named wealth advisor, Douglas Rogers has been appointed investment manager, and Beth Robillard has been made advice and planning strategist.
The trio oversees $400 million in assets under management.
Connors has more than 30 years of experience in advising individuals, and families. Connors spent the last 17 years of his career at Wells Fargo as a senior private banker.
Rogers brings 28 years of experience in managing investments for wealthy families and individuals.
Robillard brings 19 years of experience in advising individuals, and families.
DeVoe
DeVoe &
Company, a consulting firm and investment bank serving the
RIA industry, has added 30-year industry veteran Ed Moore to its
team of consulting and investment banking professionals.
Moore becomes part of the firm’s group of Masters Coaches and will work with leaders of large RIAs. Specifically, he will consult with leaders of firms in the bracket between $1.0 to $10 billion and more in assets under management, mainly advising them about mergers and acquisitions.
In his career of more than three decades at Edelman, Moore helped grow it from six people to into a $230-billion enterprise with 1.1 million clients and 1,400 employees.
“I’m honored to have Ed join forces with DeVoe & Company. He has done it all: buy, sell, merge, debt, private equity, succession, publicly-traded company,” David DeVoe, founder and and CEO, DeVoe & Company, said. “Ed’s experience leading the largest RIA in the country through massive growth will lend new insight that we can share with our clients.”
Moore started his career with Waddell & Reed as a financial advisor. He has been a CFP® professional since 1991 and serves on the board of directors for the Certified Financial Planner Board of Standards. He graduated from Virginia Polytechnic Institute and State University with a bachelor of science in industrial engineering and operations research.
