“Will brings an impressive combination of business leadership, investment experience and public service to Raymond James,” said Paul Reilly, executive chair. “His perspective on innovation, governance and long-term value creation will help support Raymond James' continued growth and bring valuable perspective to our board. Will’s commitment to integrity and service aligns well with our culture and positions him to make meaningful contributions to the firm's continued success.”

Weatherford, who co-founded Weatherford Capital in Tampa, Florida with his two brothers in 2015, leads the firm’s investment strategy, capital formation and operations and serves as the chair of its investment committee. The family-owned private investment firm manages over $1.2 billion in assets, partnering with visionary leaders to build enduring companies across technology, financial services, business services, sports and public-sector markets. Weatherford serves on the boards of several companies within the firm’s portfolio.

Before co-founding Weatherford Capital, he was elected to the Florida House of Representatives, serving from 2006 to 2014. Weatherford was the state’s 84th speaker of the house from 2012 to 2014. He serves as a trustee of the University of South Florida, where he previously served as chair, and as a trustee of Jacksonville University, his alma mater. Weatherford previously served as co-chairman of the Super Bowl LV Host Committee and sits on the boards of Dream Finders Homes and GuideWell, among others.

MAI Capital Management
MAI Capital Management, a US-registered investment adviser , has hired Amy Brady as a managing partner in MAI’s Office of Managing Partners , the firm’s team that oversees its business segments. Brady will be charged with leading forward-looking initiatives that can position MAI for growth, greater enterprise effectiveness and competitive strength, effective September 1, 2026.

Brady brings more than 30 years of enterprise executive experience to MAI, including roles at KeyBank and Bank of America, where she led large-scale technology, service centers, operations and digital transformation efforts, including enterprise AI adoption. As MAI continues its expansion after its majority investment from Carlyle, Brady will oversee the implementation of firmwide initiatives, including AI optimization, workflow and cost efficiencies that support MAI’s culture. She will also serve as the national leader of MAI’s strategy focused on women and wealth, bringing to market the firm’s programs and services dedicated to one of the fastest-growing segments within the wealth management industry. 

"Since partnering with Carlyle, we've been intent on expanding our platform and investing in industry-leading capabilities across areas like AI, digital marketing and operational technology to help ensure we're meeting the needs of all the individuals, families and institutions we serve," said Rick Buoncore, chairman & CEO, MAI Capital Management. "Her enterprise experience across technology, operations and growth will be invaluable as we strengthen our platform and work toward our goal of becoming the best RIA in the industry."

Brady will report directly to Buoncore as the newest member of MAI's OMP, which was expanded in November 2025 with the acquisition of Evoke Advisors to take advantage of the strength of the combined team across areas including wealth management, ultra-high net worth, sports and entertainment, family office and tax services, investments and firmwide operations.

The firm has 42 offices across the US, a team of over 700 people and, as of June 30, 2026, nearly $80.4 billion in total assets comprising $73.8 billion in assets under management and $6.6 billion in assets under advisement.

Oppenheimer 
Oppenheimer, a US wealth manager and investment bank and a subsidiary of Oppenheimer Holdings, has appointed Joel Berry as a financial advisor with the Robinson Private Client Group in Winston-Salem, North Carolina.

Led by Tanner G Robinson, managing director and financial advisor, the team advises high net worth individuals and families, elite athletes, institutions and corporations.

Berry, who has spent several years with Truist Financial, will help expand the Robinson Private Client Group's work with current and former athletes, including student-athletes navigating the evolving Name, Image and Likeness and revenue-sharing landscape.

During his career, Berry has worked with athletes, including professional players and high school and collegiate student-athletes adjusting to the financial opportunities created by NIL. His own experience in college and professional basketball gives him an understanding of the pressures, responsibilities and decisions that can come with athletic success, the firm said in a statement.