The latest senior moves in the North American wealth management sector.
John Piper has joined Foundation Wealth Management, an Ameriprise independent practice, a team based in Bakersfield, California.
Foundation Wealth Management is led by financial advisors Lance Mackall and Rick Yanez. Piper brings 25 years of experience as a financial advisor, most recently with Wells Fargo, and more than $210 million in client assets.
Millennium Trust Company
Millennium Trust Company, which oversees more than $55 billion in retirement, custodial, and consumer-directed benefits solutions, has promoted Dan Laszlo to chief executive. The move is effective immediately.
Laszlo is succeeding retiring CEO Gary Anetsberger, who will continue to serve Millennium Trust as executive chairman. Laszlo joined the firm almost seven years ago as chief financial officer.
In June 2022, following Millennium Trust’s acquisition of PayFlex Holdings from CVS Health, he also assumed the role of chief operating officer.
Prior to joining Millennium Trust in 2015, Laszlo served in investment banking and private equity roles at William Blair, Goldman Sachs, and GTCR, where he collectively spent over a decade focused on M&A and capital markets transactions across the financial services and financial technology sectors.