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Who's Moving Where In Wealth Management? – O'Reilly LLC, Osaic, Baker Street Advisors, Others
Editorial Staff
19 August 2026
O'Reilly LLC, Millenia Investments Baker Street Advisors Raymond James
O’Reilly LLC, a wealth advisory firm based in Chesterfield, Missouri, has joined Millenia Investments and affiliated with Osaic. The business is led by Patrick O’Reilly.
The business, which was founded by Michael O’Reilly, Patrick’s father, it oversees about $250 million of client money; it previously affiliated with LPL Financial.
The firm, operating for half a century, provides financial guidance to private investors, professionals, small and mid-sized business owners and ERISA retirement plans. Patrick O’Reilly has joined Millenia Investments as a financial advisor, while Carrie Wyatt has joined as a service advisor support specialist.
The announcement marks a full-circle moment for the two firms. Michael O’Reilly was one of Millenia Investments president and Stephen Serati’s earliest mentors. Serati previously served as Michael O’Reilly’s first succession partner before Patrick O’Reilly joined the family business.
Baker Street Advisors, a San Francisco-based RIA with about $20 billion in client assets, has appointed Lesley Bunim, who is joining the firm, as a managing director.
Bunim, who brings more than two decades of investment experience to her role, previously worked at Sea Cliff Partners, an investment firm she co-founded. Before this, she was a partner and analyst at RS Investments and a principal at Whitney Green River Fund.
Earlier in her career, she served in investment roles at Oaktree Capital Management and JP Morgan. Bunim earned her bachelor's degree from Wellesley College and her MBA from the Stanford Graduate School of Business.
Raymond James has welcomed financial advisor Roberto De Jesus to its independent advisor channel.
De Jesus joins from Edward Jones where he managed approximately $199 million in client assets. As founder of De Jesus & Co. Wealth Management in Acworth, Georgia, he provides personalized financial planning and investment guidance to business owners, corporate executives, families and individuals, pre-retirees, retirees and clients experiencing sudden wealth. He is joined by financial representative Kimberly Dahnke and senior client service manager Deb Robyck.