People Moves
Who’s Moving Where In Wealth Management? – RBC Global AM, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth management.
RBC Global Asset Management
Feruz Erizku (pictured) has joined RBC
Global Asset Management this month in the newly-created role
as director, US strategy. Based in Boston, she reports to Alison
LaRocque, managing director, RBC GAM strategy.
As part of the GAM-US strategy team, Erizku will be responsible for strategy development and implementation, and supporting RBC GAM’s US business leaders in delivering on the RBC GAM’s ambitious US growth objectives, the firm said in a statement yesterday.
Erizku has more than 12 years of experience in management consulting and finance. She was previously an associate partner at Bain & Company, collaborating with executive teams at major global companies on strategy, operating model, organizational design, and social impact. Prior to Bain & Company, Erizku was an investment banking associate at Morgan Stanley where she led IPO and leveraged buyout financing efforts across a wide variety of sectors.
Raymond James
Raymond James
has welcomed financial advisor David Morgan to its independent
advisor channel.
Morgan arrives from Edward Jones, where he managed more than $145 million in client assets. Based in Greensboro, North Carolina, he operates as Morgan Wealth Partners. He is joined by senior client service associate Zar Holmes.