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Who's Moving Where In Wealth Management? – Northern Trust, Fortis, Others
Editorial Staff
12 March 2026
Northern Trust Wealth Management Iffla brings more than a decade of experience designing and delivering family education and governance programs for families, financial institutions, and multi-generational wealth creators. Earlier in her career she was director and principal trainer at Independent Means, a family wealth training firm.
Northern Trust Wealth Management, part of Chicago-headquartered Northern Trust, has appointed David Albright as the global head of sales, reporting to Jason Tyler, wealth management president. Albright previously led client development for Global Family & Private Offices , a role he held from 2013.
Fortis Management Group
Fortis Management Group has appointed Genine Iffla as director for family education and governance. As reported here, Emigrant Bancorp has taken a majority stake in Fortis as a part of the launch of Emigrant Family Office.
Raymond James
Financial advisor Alex Sarmiento has joined the employee advisor channel of Raymond James. He was previously with Wells Fargo where he ran about $150 million of client money. Sarmiento now operates as Sarmiento Wealth of Raymond James in Worcester, Massachusetts. In total, he has more than 20 years’ industry experience.
Bluespring
Bluespring Wealth Partners, which buys RIAs and other wealth managers, has merged Pittman Financial Group and its team into Security Financial Management, an existing team under the Bluespring organization.
The firm, which is led by founder Page Pittman, oversees more than $60 million in client assets under management, taking Security Financial Management’s total AuM to $1.3 billion.
“Joining forces with organizations like SFM and Bluespring will ensure my clients will always be supported through access to qualified advisors, expanded resources, and the stability of a firm that’s investing in the future,” Pittman said.