The latest moves and appointments in North American wealth management.
EisnerAmper, a provider of accounting, tax and consulting services which includes wealth management and private client work among its business areas, has appointed Tenaya Taylor as a director of diversity, equity and inclusion. The role is a new one at the firm.
Taylor brings more than 20 years of expertise in DEI, philanthropy, multicultural marketing, communications and advocacy spanning multiple industries.
Raymond James has welcomed financial advisors Paul Manfrey, Greg Bell and Colin Long, to its employee advisor channel. They are in St Petersburg, Florida, where the business is based.
Operating as The HarborView Group of Raymond James, the team previously managed more than $325 million in client assets as part of Morgan Stanley. Also making the move to Raymond James are senior registered client service associate Shannon M Gonzalez and client service associate Judy Wilson.