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

RBC Wealth Management
RBC Wealth Management has welcomed a financial advisor with $438 million in client assets to its Boulder, Colorado office.

John Terrion, CPFA®, managing director – financial advisor, has joined the firm from Merrill Lynch, along with support staff member Meagan Belford, investment associate. Terrion (pictured), who has 26 years of industry experience, concentrates on risk management, and crafting portfolios to reflect clients’ financial and legacy goals.

“This is a significant win for our Boulder branch,” Dan Ball, Rocky Mountain Complex director at RBC Wealth Management – US said. “Having a high-caliber advisor like John join us will greatly enhance our visibility in the Boulder area.”

Baird
Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, has added Brad L Spencer as vice president and financial advisor to its wealth management office in Minnetonka, Minnesota.

Spencer, who has more than 25 years of industry experience to Baird, was previously at RBC Capital Markets, where he managed over $206 million in assets. He is joined by client assistant and daughter, Jordan L Spencer.

He earned dual bachelor’s degrees in business and psychology from Gustavus Adolphus College along with minors in accounting and computers. Spencer plays an active role in his community and currently serves as a council member for the City of Independence.

“We are thrilled that another high-quality advisor like Brad Spencer has joined one of our Baird Twin Cities branches,” Karen Heintz, market director with Baird, said. “Brad’s dedication to clients first and giving back to the community are a perfect fit with the Baird culture.”

Baird’s Private Wealth Management business encompasses more than 1,400 Financial Advisors averaging 20 years of industry experience and serving clients coast-to-coast with client assets of more than $290 billion.

Americana Partners
Americana Partners, a $7.5 billion Texas wealth advisor and a member of the Dynasty Network, has welcomed Javier Altimari as founder and managing partner of its international division, Americana Partners International (API). Altimari, who will be based in Houston, will be a member of the API board, along with Jorge Suárez-Vélez, founder and CEO.

Altimari will be responsible for advising families and institutions on long-term investment needs, developing investment strategies that respond to clients’ risk profiles and their long-term goals. He will play a leading role in the management of the firm’s day-to-day business while seeking opportunities to expand its international footprint.

Previously, Altimari was a senior director and portfolio manager at Oppenheimer & Co.

Americana Partners launched Americana Partners International in June this year to provide family office services to international ultra-high net worth families and institutions. It appointed Jorge Suárez-VĂ©lez, founder and CEO. Formerly a managing director at Allen Investment Management, the RIA arm of investment bank Allen & Co, Suárez-VĂ©lez has over 20 years of industry experience and deep expertise in Mexican political and economic issues.

“Attracting such an impressive talent as Javier to the firm is a testament to Americana’s strength and place in the independent registered advisor space. We are beyond excited to welcome him to the Americana family as we extend our value proposition to the international market,” Jason Fertitta, CEO and partner of Americana Partners, said.

Shirl Penney, founder and CEO of Dynasty Financial Partners, added: “API is pioneering the approach to serving an increasingly international high net worth client base and their trusted advisors. I cannot think of a more qualified person to help lead this charge than Javier. Our partnership with Jorge Suárez-Vélez, Javier Altimari, and Americana Partners will help us craft and enhance the platform that many other elite international financial advisors will want to be a part of.”