Chan has joined from Chartered Wealth Partners, where he was a managing partner serving ultra-high net worth clients. He will focus on combining tax planning, wealth planning and investment management for multi-generational clients, with an emphasis on alternative investments.

Before Chartered Wealth Partners, Chan spent 10 years at First Foundation Advisors, first as managing director of portfolio strategy and then as co-chief investment officer. In that role he co-led the investment team overseeing a $5.7 billion discretionary platform and the global strategies committee responsible for asset allocation.

Earlier, he spent nearly eight years at US Trust, Bank of America Private Wealth Management as a portfolio manager and vice president, serving on several national investment committees. He holds the CAIA designation and chaired the CAIA Association’s Southwest chapter from 2017 to 2020.

Gene Todd, the firm’s head of sales, is acting ad interim as regional managing director, leading the Los Angeles office.

Fiduciary Trust International, founded in 1931, had more than $119 billion in assets under management and administration as of June 30, 2026. It operates 14 US offices, with California locations in Los Angeles and San Mateo.

Raymond James 
Raymond James has welcomed financial advisors Teodore "Ted” Krawec and Jordan Krawec to its employee advisor channel.

Operating as Krawec Wealth Management of Raymond James in Westlake, Ohio, the advisors were previously with Wells Fargo where they managed over $460 million in client assets. Joined by senior registered client associate Natalie Sutcliffe and financial advisor rainee Ethan Veselic, the practice provides personalized financial planning and investment guidance to business owners, corporate executives and retirees.

Accelerated Wealth Partners
Accelerated Wealth Partners, a growth investor in RIAs, has announced that Josh Bronfman joined the firm as managing director of M&A and Investments.

Bronfman, who brings five years of RIA merger and acquisition experience from Focus Financial Partners, has just completed his MBA at NYU Stern School of Business. At Focus, he was a member of the M&A and relationship management team, responsible for business development, deal execution, and strategic advisement of select Focus partner firms on their inorganic growth strategies. He also has experience in private equity at Brookfield Asset Management and in private wealth management strategy at Goldman Sachs. He holds a bachelor’s degree in business administration from Northeastern University.

LPL Financial 
LPL Financial said that financial advisor Matt Griggs, of Griggs Investment Group, has joined its broker-dealer and RIA platforms. Griggs, who reported serving about $160 million in advisory, brokerage and retirement plan assets, was formerly with Edward Jones.

Based in Eufaula, Alabama, Griggs is supported by client service associate Cheryl Pitts.

RSR Partners
Thames Fulton has been named head of the family enterprises practice at RSR Partners, an executive search and board advisory firm.

Fulton has spent more than 25 years advising family owners, boards, and CEOs on leadership and governance decisions, including board composition and recruiting, CEO succession, and executive search.