The latest senior moves, appointments and personnel changes in the North American wealth management sector.

Citi Wealth
Citi Wealth, part of Citigroup, has appointed a former senior JP Morgan figure, Marc Turansky, to the newly-formed role of head of investment advisory programs for its investment solutions arm.

Turansky will be responsible for defining and implementing the strategy for growing Citi Wealth’s fiduciary investment programs and platforms. Based in New York, he reports to Keith Glenfield, global head of investment solutions at Citi Wealth.

Turansky was previously managing director, head of advisory programs, JP Morgan Wealth Management, where he worked for 12 years.

Orion
US-based Orion, a provider of transformative wealth tech solutions for fiduciary advisors, has appointed Arun Anur as chief operating officer. 

Anur will be responsible for Orion’s client experience delivery, including service, operations, data reconciliation and onboarding, the firm said in a statement.

Anur has more than 30 years of industry experience. Most recently, he was chief operating officer at Envestnet, Yodlee, where he managed global services, including solution consulting, professional services and customer support. 

“This pivotal role is a new addition to Orion’s executive team as we execute our mission to build a wealth-tech community where every advisor and investor thrives,” Orion CEO Natalie Wolfsen said.

Orion is committed to creating a wealthtech ecosystem where advisors and investors can thrive. Anur’s operational and software expertise will help him to help advance this vision, focusing on client experience, services and support.

Procyon Partners
Connecticut-headquartered Procyon Partners, a registered investment advisor, has appointed Mark Sullivan as senior vice president and senior private wealth advisor, as part of the firm’s growth strategy.

Sullivan, who is an experienced wealth manager, will join the team at the firm’s Shelton, Connecticut headquarters, the firm said in a statement. His background includes over a decade at UBS, where he managed $800 million in client assets and oversaw $300 million in retirement plan assets. His specialization in advising first-generation entrepreneurs positions him to deliver tailored solutions to Procyon’s growing base of high net worth clients.

“His client-first mentality and vast experience advising high net worth individuals make him the perfect addition as we continue to enhance our client offerings," Phil Fiore, CEO and co-founder of Procyon Partners, said.

Procyon Partners, founded in 2017, manages almost $8 billion in assets and has offices in Connecticut, New York City, Long Island, West Palm Beach, Tennessee, and Maryland. It focuses on private wealth management, serving both high net worth and ultra-high net worth individuals and families.

Raymond James 
An advisor in Florida, overseeing nearly $525 million in assets, has joined the employee advisor channel of Raymond James. 

Mary A Lauritano, managing director, leads Lauritano Wealth Management of Raymond James; she is joined by senior client service associates Natalia Morales and Melody Price. Together they serve high net worth individuals and families, business owners and corporate executives across the country as members of RJA’s Carillon branch in St Petersburg, Florida. 

Prior to this, Lauritano worked at UBS Financial Services. She has more than 37 years of experience in financial planning and investment management. Lauritano holds the Chartered Financial Analyst® designation.