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Who’s Moving Where In Wealth Management? – Envestnet, Osaic, Janney Montgomery Scott
Editorial Staff
9 February 2026
Envestnet Linstra, who is joining Envestnet’s executive leadership team, will be responsible for leading growth priorities across sales execution, revenue generation, and advisor engagement. He brings over 25 years of experience in driving revenue, distribution, and advisor engagement for global asset management and wealth technology firms, the said in a statement. Most recently, he served as managing director of the Americas for Morningstar Wealth, overseeing revenue generation and distribution for its investment management business. Previously, Linstra served in senior leadership roles at State Street Global Advisors. Earlier in his career, Linstra held sales and distribution leadership positions at Janus Henderson Investors, Rydex Investments, Curian Capital, and Van Kampen Investments, and served on the board of governors for the Money Management Institute. The firm said that the wealth tech industry is entering a new phase driven by rising client complexity, increasing demand for personalization at scale, which has increased the need for tightly integrated platforms that enable advisors to deliver comprehensive, outcomes-driven advice. Against this backdrop, Envestnet said it has spent the past year sharpening its focus – expanding managed accounts capabilities across broker-dealers and RIAs; and advancing its UMA platform. Previously, Midtown Advisors spent more than a decade working alongside LPL Financial.
Envestnet, a US-based adaptive wealth tech company, has appointed Jonathan Linstra as chief growth officer , reporting to Chris Todd, chief executive office. This newly-created role marks the next phase of the firm’s evolution as it advances a dual growth leadership model that pairs scalable distribution with enterprise and Registered Investment Advisor relationship management leadership to drive long-term value creation.
Osaic
Midtown Advisors, an independent wealth management firm based in Raleigh, North Carolina, has affiliated with Osaic, a US provider of wealth management strategies.
Led by managing director Tom Perry, Midtown Advisors manages around $153 million in client assets. The team also includes director of sales operations Blake Perry, and office manager Stacey Nelson.
Janney Montgomery Scott
Janney Montgomery Scott has appointed two senior financial services professionals: Chip Hoke and Robert Dunkley.
Hoke joined Janney’s Lancaster, Pennsylvania office from RBC Wealth Management, where he spent 40 years as a financial advisor and branch director. Hoke, who manages more than $220 million in client assets, is joining Janney’s Lancaster Wealth Group, an established seven-person team.
Dunkley, who manages nearly $50 million in client assets, has joined Janney’s Osterville, Massachusetts office from Ameriprise Financial.