The latest moves, appointments, and personnel changes in the North American wealth management industry.

FinServ Foundation
FinServ Foundation, a 501(c)(3) nonprofit that fosters talent in the financial services sector, has appointed Victoria O’Tool as its executive director.

O’Tool will help drive the foundation’s mission of coaching, mentorship, and engagement with future generations. She was introduced to the organization when she became a FinServ Fellow during her time as a finance student at the University of Alabama. Subsequently, she has served as the FinServ Foundation conference chair and as a member of the FinServ Foundation Fellow Advisory Board.

The organization specializes in providing coaching, mentorship, and scholarships to empower individuals entering the financial services field. It collaborates with more than 40 colleges and universities.

“The industry needs to come together to solve the talent crisis we are facing. One of our big goals in the next year is to formalize more partnerships in the industry to grow the impact of FinServ Foundation,” Jamie Hopkins FinServ Foundation’s president and CWO of Bryn Mawr Trust and WSFS, said.

Gateway Financial Partners
Gateway Financial Partners, a firm based in Connecticut, has appointed Robb Combs as director of business development. Combs has more than 30 years of experience in the financial services industry.

For the past 18 years, Combs served as senior vice president within the custody and clearing division at Raymond James, where he worked closely with independent advisors and institutions across the country.

In his new role, Combs will focus on supporting Gateway's advisor recruitment efforts, the firm said in a statement yesterday.