Who's Moving Where In Wealth Management? – Mercer Global Advisors, Private Advisor Group, Key

Editorial Staff

13 February 2026

Mercer Global Advisors
Mercer Global Advisors has appointed Lindsay O’Toole as senior vice president for investment platform operations.

O’Toole joins after spending more than 17 years at LPL Financial, where she most recently served as senior vice president of trading. Prior to LPL, O’Toole was in trading operations at Merrill Lynch for several years.

Private Advisor Group
Private Advisor Group has made appointments across advisor growth, finance, strategy, operations and sales enablement:

Daniel Johnson, director of advisor strategy; Greg Gavin, director of growth and engagement; Jamie Kulik, chief of staff and sales enablement; and Kevin Bohrer, director of corporate finance.

Key Bank
Cleveland-headquartered KeyBank has appointed Michelle Perez as managing director, head of Key Family Wealth client development and strategy under Key Family Wealth, the multi-family office division of Key Wealth. Perez will report to Robert Weiss, head of Key Family Wealth as part of his leadership team. She joined Key in 2007 as a mortgage advisor and has climbed through positions of increasing responsibility over nearly two decades. Most recently, she served as Key Private Bank regional executive for the Central Region.

(See other appointments involving KeyBank here, and an interview with Joe Skarda, president of Key Wealth.