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

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management has passed above the $8 billion mark of client assets, having brought in two new advisor teams, taking its total to 26.

Carol Nulman and Richard Lewis, who are joining the firm as managing directors and principals, will open a new office in Rhode Island. Leah Hokenson is also joining as MD and principal in the New York office.

“Reaching $8 billion in assets under management is a significant milestone for our firm and a testament to the trust our clients place in us,” Raj Bhattacharyya, CEO of Robertson Stephens, said. 

Aprio
Aprio, a US business advisory and accounting firm, has appointed Eric Flynn to join Aprio Wealth Management as chief wealth officer, a newly-formed role.

Before this, Flynn was head of wealth management for Compound, based in Bozeman, Montana. Before that, he worked at Wipfli.

Flynn is a frequent speaker on panel topics covering wealth management innovation and leadership. He also serves on a variety of boards, including the Montana State University College of Business Dean’s Advisory Board, the Bozeman Health Foundation Board, and as the President’s Council Representative for the Western Region CFA Societies to the CFA Institute Board of Governors.