Two additional Western region private bank officers were recently promoted: Haroon Sattari, private banker , San Francisco; and Alex Callagher, client manager , San Francisco.

BNY Wealth made new additions to its team in San Francisco. Ken Kearns joined as senior director, and Casey Candelario and Jesus Castrence were named vice presidents, private banking. The team reports to Christopher Brown, BNY Wealth’s Northern California market president. Kearns, Castrence and Candelari, who joined from Flagstar Bank, previously worked together at First Republic.

Osaic, one of the largest providers of wealth management strategies in the US, appointed Sayee Bellamkonda as chief AI and technology officer. Bellamkonda leads Osaic's advisor- and client-facing technology, AI and cybersecurity strategies. He reports to chief executive Jamie Price.

Prosperity, an EisnerAmper company, named Jeff Lenhart as president of its wealth management business. He succeeded Michele Martin, who remains with the firm. Lenhart joined from Forvis Mazars, where he was a partner and served as Southeast regional leader of the firm's national wealth management business.

Nomura Asset Management International appointed Linda Galsim as global head of product for Nomura Asset Management International. The role was newly created. She has more than 25 years’ experience at firms including Allianz Global Investors and UBS Wealth Management.

Former MSCI senior figure Alex Kokolis joined Citi Wealth as its new head of investments platform experience, reporting to Keith Glenfield, investment solutions head. At MSCI, Kokolis spent six years as the global head of the wealth management client segment. Before MSCI, he was head of investment product and platform business at Wilmington Trust for three years.

Meradia, an F2 Strategy company and consulting firm for wealth and asset managers, appointed Glen Robertson as director. 

Glenmede appointed Michael H Novack as relationship manager, wealth advisory, and managing director, reporting to Bethany Bryant, Ohio regional director. Most recently, Novak was senior fiduciary officer and senior vice president at Northern Trust, managing the trust practice in Ohio. Before that, he was a personal trust officer/SVP at Key Private Bank. 

Joe Mazon, president of Nevada Trust Company, was appointed treasurer of Ducks Unlimited Canada, a wetland and wildlife conservation organization. He is the first US person to hold this post, 

Financial advisors Lee Winters III and Chris McClure joined the branch channel of Ameriprise Financial from Wells Fargo Clearing Services, in Columbia South Carolina, with $160 million in client assets. 

Citi Wealth appointed Adam Clark as the new global head of wealth planning, based in New York. He succeed Mike Troth. Clark reports to Keith Glenfield, global head of investments at Citi Wealth, also based in New York. The regional heads of wealth planning who report to Clark include: Mike Troth, head of wealth planning for Asia; Elena Mortemore, head of wealth planning Americas; and Robert Stemmons, head of EMEA wealth planning. Formerly, Clark was with JP Morgan.

Flagstar Private Bank and Wealth Management appointed regional heads for its Southeast and West Coast markets. Len Moscatelli joined as Southeast region head, based in Palm Beach, Florida and, earlier this year, Jim Denver was made West Coast region head, based in Los Angeles. Denver joined the bank in 2023, having previously worked at First Republic Bank. Moscatelli worked at City National Bank, Citibank, First Republic Bank and HSBC.

Wooster Square Advisors, an investment management firm based in New Haven, Connecticut, appointed Kim Welch as a wealth manager. Welch joined from Park Avenue Securities.

Arden Trust appointed Aaron Reber as president. Reber joined from Huntington National Bank, where he most recently served as director of wealth management strategy and solutions.

Interface EDU, an advisory firm focused on rising generation development, appointed James E “Jay” Hughes to advise it in collaboration with The James E Hughes, Jr Foundation, a non-profit. 

Dynasty Financial Partners appointed sports and entertainment-focused executive and entrepreneur Greg Resh as an executive-in-residence. Resh has more than two decades’ experience in financial, strategic, and operational leadership across the sports, media, entertainment, hospitality, real estate, and technology sectors. He co-founded SIGR, a boutique sports and entertainment investment bank. 

Business advisory firm EisnerAmper appointed Scott Moritz as managing director in the forensic, litigation, and valuation services practice within the financial advisory services group. Moritz has nearly 40 years of experience. Previously, Moritz served as an FBI Special Agent and a member of senior leadership at professional services firms, where he advised global organizations and their outside counsel on matters requiring investigative governance, forensic accounting analysis, regulatory compliance advisory, and remediation. He subsequently founded White Collar Forensic, an investigative, forensic accounting, and compliance advisory firm serving clients globally.

Mitchell Edenbaum joined the branch channel of Ameriprise Financial in Boca Raton, Florida, from Oppenheimer & Co.

Signature Estate & Investment Advisors launched a tax services business: SEIA Tax Services. Tim Gacsy was brought on board as director of tax services. Before joining SEIA, Gacsy spent more than seven years leading tax and cost basis initiatives at LPL Financial.

Rockefeller Global Family Office added a team in Ohio: Jones Wealth Partners; they joined from Merrill Lynch and report to Brett Thelander, Northern regional president of Rockefeller Global Family Office. The team is led by private advisor and managing director Sidney Jones. The firm also includes private advisors and senior VPs Natalie Lariccia, Quinn Jones, and Liam Jones, and PAs and VPs Dominic Corso and Stefanos Newman. Other team members include team chief operating officer John Christman, team senior wealth strategist Sherri Clay, senior client relationship manager Lisa D’Amico, client relationship associate Tracey Johnson, investment strategist Kevin Meek, operations manager Ryan McKay, and client experience associates Jennifer Zetts and Kari DeLucia.

Simpson Thacher & Bartlett, an international law firm, launched its office in Chicago, and appointed Ryan Harris, Cole Parker, Kyle McHugh, Ryan Jackson and Ziyad Ziyadzade as partners there.

Asset Vantage, an AI-led wealthtech platform built for family offices, appointed Nicole Eberhardt as global chief executive. Eberhardt previously served as the firm's managing director for North America.

Jersey-based Hawksford, a global service provider, appointed Olavo Guimaraes as business development manager – LatAm, based in Sao Paulo.

Cetera appointed Torrance Chaplin as community leader of Cetera Investors and Sean Marrin as community leader of RIA Network, two advisor communities within its RIA & Branches Channel. Both report to Jennifer Hanau, president of the channel.

Verdence Capital Advisors, based in Maryland, appointed Bryan Dalesandro as executive director of financial planning. He joined from RiversEdge Advisors, where he served as director of financial planning, a position he also previously held at Concentus Wealth Advisors.

LPL Financial 
Moves: 
Financial advisors Matt Roberts and Kent Voges joined Frontline Investment Advisors. They affiliated through LPL Financial’s broker-dealer and RIA platforms.

Roberts and Voges joined from Valic Financial Advisors, now Corebridge Financial. They are based in Tampa, Florida.

Financial advisor Chris Stockton joined its broker-dealer and RIA platform. Stockton, who was formerly with Edward Jones, reported serving approximately $160 million in advisory, brokerage and retirement plan assets.

Financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group joined LPL’s broker-dealer and RIA platforms. The father-and-son team is based in the Battle Creek and Kalamazoo, Michigan areas. Advisors Paul McCutchen and Jarod Wesson of McCutchen Wesson Wealth Advisors also joined the B/D and RIA platform. 

Raymond James
Financial advisor Jeffrey Stillwell joined its independent advisor channel. Stillwell arrived from Ameriprise Financial Services where he managed about $240 million in client assets. 

A group of advisors in Lafayette, Indiana, joined the employee advisor channel. The advisors, Michael Rose and Scott Gillespie, were previously at Stifel.

The firm welcomed financial advisor David Lazorik to its independent advisor channel. Operating as Lazorik Financial Management in Yakima, Washington, Lazorik joined from Wells Fargo where he managed more than $160 million in client assets. 

Financial advisors Cory Matsumoto, Rey Carandang and Genae Affrunti joined the employee advisor channel of Raymond James. Operating as Capital Reserve Group of Raymond James in Newport Beach, California, the team arrived from Comerica where they managed $5.4 billion in client assets.