The latest wealth management moves and appointments in North America.
US probate and inheritance dispute law firm RMO – operating across the US – has added Brian McDonnell as its director of strategy and business operations.
McDonnell, who has worked in the legal sector for more than 15 years, will oversee the office management, financial, and administrative operations of the firm. Previously, McDonnell served as the infrastructure practice group operations manager at Nossaman LLP in Los Angeles.
RMO provides personal inheritance dispute services to individual and institutional clients. The firm's attorneys focus on probate litigation involving contested trust, estate, probate, and conservatorship matters.
Argent Financial Group, the wealth management firm, has promoted Grant Nelson to mineral audit manager.
Nelson, who will focus on determining the accuracy of oil and gas royalties through lease, volumes, price and tax analysis, will report directly to David Luke, president of Argent Mineral Management.
The job highlights how, in a business such as Argent that covers much of the Southern states of the US, handling mineral rights is an important wealth management task.
Nelson joined Argent as audit assistant, compiling client revenue data, reviewing oil and gas leases, assisting in oil and gas royalty audits and audit reporting. In 2020, Nelson was promoted to audit associate and his responsibilities included analyzing client revenue data and performing revenue forecasting models for mineral sale evaluations. Nelson graduated from Louisiana Tech University with a bachelor of science degree in finance.