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Who's Moving Where In Wealth Management? – Rockland Trust, Treasury, Others
Editorial Staff
30 April 2026
Rockland Trust Department of the Treasury
Rockland Trust has appointed Stephen Gogolak as executive vice president and chief marketing officer.
Gogolak brings more than 15 years of experience leading brand, marketing, customer experience, and growth strategy in financial services. He is succeeding Alastair Ironside, who is retiring following a more than 40-year career in banking, the last six of which were spent at Rockland Trust.
He will serve on the bank’s executive leadership team, reporting to Jeffrey Tengel, president and CEO.
Most recently, Gogolak served as senior vice president and senior director of digital banking at First Citizens Bank. Before this, Gogolak held senior leadership positions at Silicon Valley Bank and Boston Private.
A former Wall Street figure at firms such as Morgan Stanley and Goldman Sachs, G Hunter McMaster II, has been nominated by US President Donald Trump to be Assistant Secretary for Financial Markets.
McMaster, who serves as Counselor to the Secretary, joined the Treasury department in January of 2025 as the Director of Policy and Planning. McMaster performed the delegable duties of the Assistant Secretary for Financial Markets from July 2025 to April 2026.
Prior to his time at Treasury, McMaster was the head of trading at Key Square Group. McMaster has a BS in mathematics from Washington and Lee University. He is a native of Columbia, South Carolina.
Kestra
Charted Wealth, a planning-based investment management team with offices in Reading, Massachusetts and Latham, New York, has joined up with Kestra Financial, a wealth management platform.
Advisors with Chartered Wealth serve about 225 client households and oversee more than $300 million in assets under advisement, including qualified plan and retirement assets. The business, which was co-founded in 2021 by George Bowen and Jim Davos, also includes Maria Bethune, director of client services, and Rachel Hahn, financial assistant. Coverage spans family office relationships and mass-affluent and lower high net worth clients, generally those with investible assets of $2 million or more.
Raymond James
Former Merrill Lynch advisors Seth Lawless and Charters “Jay” Osborne have joined the employee advisor channel of Raymond James.
At Merrill Lynch, the team managed approximately $400 million in client assets. Operating as Osborne Lawless & Associates of Raymond James, based in Lexington, Kentucky, the team specializes in serving multigenerational families, business owners, healthcare professionals and retirees.