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

Hightower Advisors
Hightower Advisors has appointed former State Street senior figure Randy Bullard as head of investment management â€“ a newly-created role.

Bullard (main picture) will lead the development of Hightower’s first centralized investment management platform. Most recently, he served as the global head of wealth at State Street.

“Randy is uniquely positioned to develop and drive this key initiative as he’s spent his career building next-generation platforms for the world’s largest wealth management organizations, from major wirehouses to custodians,” Hightower CEO Larry Restieri, said.

The platform will use institutional research and investment counsel from NEPC, a business that Hightower acquired a majority ownership in earlier this year. The platform will also integrate specific insights and perspectives from Hightower’s investment solutions team, led by chief investment strategist and portfolio manager Stephanie Link.

As of June 30, 2025, assets under management for Hightower and its affiliates were about $324.3 billion.

Raymond James
The independent advisor channel of Raymond James has welcomed financial advisors Jamie Hampton and Eric Leonhardt. They are based in Wenatchee, Washington and have arrived from CliftonLarsonAllen Wealth Advisors where they managed more than $170 million in client assets.

Hampton, who joined CliftonLarsonAllen Wealth Advisors in 2010, has more than 24 years of industry experience. A graduate of Wenatchee Valley College, she specializes in retirement planning, estate planning, succession planning, 1031 exchanges, private placements and income replacement strategies.

Leonhardt began his career in the financial services industry at Thrivent Financial before transitioning to CliftonLarsonAllen in 2019. His advisory experience is backed by a bachelor’s degree in economics from the University of Puget Sound.

Matthew Erskine
One of FWR’s editorial board members and regular guest columnists, Matthew Erskine (pictured below), has been elected a 2025 FFI Fellow by the Family Firm Institute. Erskine is managing partner of Worcester, Massachusetts-based fourth generation estate planning firm Erskine & Erskine.

Matthew Erskine

The Institute is a worldwide association for family enterprise professionals. Its FFi Fellowship status recognizes individuals who have demonstrated ongoing expertise and commitment to family enterprises. The awards presentation will be made at a special Fellows Breakfast on October 20 during the FFI Global Conference in Boston.