The latest moves and appointments in wealth management in the Americas.
Financial advisor F Pat Cunnane has joined the independent channel of Ameriprise Financial from LPL Financial where he managed about $733 million in client assets.
Cunnane joined Fidant Wealth Partners, an established Ameriprise practice led by Ameriprise private wealth advisor Doug Kisker. It has offices in Cincinnati, Ohio, Cleveland, Ohio, and Crestview Hills, Kentucky.
Associate financial advisor Jennifer Hope, operations specialist Mary Beth Cunnane, and client relationship managers Holly Snyder and Sharon Kovats also are joining the Fidant team.
Fidant Wealth Partners was established in 1992 and manages more than $1.4 billion in client assets. The practice is supported locally by Ameriprise franchise field vice president Trish Moll.
Dynasty Financial Partners, PUREfi Wealth
Dynasty Financial Partners today announced a partnership with PUREfi Wealth, a brand-new RIA headquartered in Boston.
PUREfi Wealth, which was registered in October, is led by industry veteran Paul M Simons.
Simons began his career at Merrill Lynch, where he spent 18 years, went on to lead the private wealth business at Credit Suisse as co-head of private banking USA, and in 2018 joined Boston Private as president where he led the private banking, wealth and trust business until the firm’s 2021 acquisition by Silicon Valley Bank.
Wealth.com, the real estate planning platform, has appointed Jamie Hopkins as a strategic advisor. Hopkins serves as senior vice president of private wealth management at Bryn Mawr Trust. He is also chief executive of Bryn Mawr Capital Management.
Hopkins, who is also an academic, is professor of taxation at the American College of Financial Services, finance professor of practice at the University of Creighton and president of FinServ Foundation, a 501(c)(3) serving young professionals seeking to join financial services.
His appointment at wealth.com follows the company’s recent additions of Joanne Bradford, Brian Hamburger and Tyrone Ross as strategic advisors.