People Moves

Raymond James Recruits $850 Million Wealth Team In Manhattan

Editorial Staff, June 22, 2022

articleimage

The advisors previously worked with Citigroup, and their move to Raymond James is, in AuM terms, one of the larger moves to that business.

Raymond James has welcomed a team of advisors in Manhattan collectively overseeing about $850 million in client money.

The advisors are Yaakov A Ringler and Yonatan “Yoni” Marom.

The duo were previously part of Citigroup Global Markets. They are joined by practice business manager Daniel Lebovitch and client service associates Kevin Scull, Ariel Urban and Joan Brody. Together, the group provides dedicated global wealth management services to ultra-high and high net worth clients.

Ringler’s career in financial services spans nearly two decades. He began his career at Goldman Sachs, serving in several roles within the firm and rising to the vice president position as the chief operating officer of the Israel group in the firm’s investment banking division. In 2010, he joined Morgan Stanley Private Wealth Management as an executive director, remaining there for eight years. Ringler is a veteran of the Israel Defense Forces’ Unit 8200 and holds a graduate degree in international economic policy and management from Columbia University, as well as a bachelor of arts from the Hebrew University of Jerusalem.

Marom has nearly a dozen years of experience within the financial services industry, beginning his career at Wells Fargo Advisors. He transitioned to Citi Wealth Management in 2013, serving as a wealth advisor with the firm for eight years. Marom is a graduate of the Kelley School of Business at Indiana University, where he earned a bachelor’s degree in finance. 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes