People Moves
Who's Moving Where In Wealth Management? - EisnerAmper, Raymond James
The latest moves and appointments in North American wealth management.
EisnerAmper
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
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.
