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Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
Editorial Staff
22 January 2026
RBC Wealth Management - US He was previously at Merrill Lynch where he managed more than $100 million in client assets. He is joined by senior registered client service associate Donna Chepenik.
RBC Wealth Management – US has added the Creative Strategies for Modern Wealth Group in the Syracuse, New York branch.
The seven-person team, which was previously at UBS where it oversaw nearly $770 million in client assets, includes:
Michael Wirtheim, senior vice president and financial advisor; Ronald Scott, SVP and financial advisor; Nancy Collins, SVP, financial advisor; Ronald Molinari, SVP, financial advisor; Eric Petranchuk, financial associate; Emily Pascale, senior client associate; and Lea DiGiovanni, client associate.
Raymond James
Raymond James has welcomed financial advisor Michael Thomason to its employee advisor channel. Thomason operates as Thomason Wealth Management of Raymond James in Frisco, Texas.