People Moves

Who’s Moving Where In Wealth Management? – Advyzon, Johnson Wealth

Editorial Staff June 5, 2024

Who’s Moving Where In Wealth Management? – Advyzon, Johnson Wealth

The latest senior moves, appointments and adjustments in wealth management roles across North America.

Advyzon Investment Management (AIM)
Advyzon Investment Management (AIM) a turnkey asset management program (TAMP) under the umbrella of technology platform Advyzon, has named Scott Smith, former executive at Goldman Sachs and BNY Mellon | Pershing, as chief revenue officer

Smith, who has over 20 years of industry experience, will oversee sales, marketing, pricing, and revenue management, focusing on growth, the firm said in a statement.

Smith previously served as head of central division RIA custody sales at Goldman Sachs for the past three years. Prior to that, he was vice president of business development at BNY Mellon | Pershing for over three years, as well as vice president and regional director at Envestnet for three years, the firm added.

Earlier in his career, Smith was vice president of sales at Fidelity Institutional Wealth Services for four years and a relationship manager at Schwab Advisor Services, also for four years.

Advyzon provides cloud-based, wealth management technology for independent financial advisors and registered investment advisors. The Advyzon technology platform combines Advyzon Investment Management’s turnkey asset management program with portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management, client billing, and document storage. 

Johnson Wealth
Johnson Financial Group has appointed Evamarie Schoenborn to lead the US registered investment advisor, Johnson Wealth, as president.

Johnson Wealth, based in Wisconsin, has about $10 billion in assets under management.

Schoenborn brings more than 20 years of investment management experience, most recently serving as CEO of US Bank Investments in Minneapolis. Her career also includes experience as CEO of Wealth Management for Northwestern Mutual as well as leadership roles at Ameriprise Financial.

Johnson Wealth has grown its presence across Wisconsin with three acquisitions in the wealth and investment advisory space over the past 10 years. It has also grown organically.

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