The latest moves, appointments and personnel changes in wealth management in North America.

Fiduciary Trust International
Fiduciary Trust International, a New York-headquartered global wealth management under California-based investment manager Franklin Templeton, has appointed Marc Balcer as senior portfolio manager in its Radnor office.

Balcer brings more than two decades of investment management experience, including senior roles at Girard, Bluefin Investment Management, Redstone, and Morgan Stanley. His addition underscores Fiduciary Trust International’s commitment to expanding its mid-Atlantic presence and delivering personalized, holistic wealth planning, the firm said in a statement.

Alongside his investment work, Balcer has served as a faculty member at The Shipley School and was founder of the Center for Self-Care, a leadership and development consultancy. Balcer holds the Chartered Financial Analyst™ and Certified Financial Planner™ designations. 

“As Fiduciary Trust International continues to grow across the country, and especially in the Mid-Atlantic region, experienced professionals like Marc further elevate the caliber of personalized, holistic wealth planning that has come to define our offering,” said Julie Strong Karnavas, Fiduciary Trust International regional managing director for the Radnor office. “His strong relationships in this region, and his enthusiasm for thinking outside the box, can deepen the impact we make on the lives of our clients across generations.”

Fiduciary Trust International had more than $105 billion in assets under management and administration as of June 30, 2025.

Raymond James
Financial advisors Alan Chase and Ian Chase, based in Texas, have joined the firm’s independent advisor channel of Raymond James.

The advisors arrive from Commonwealth Financial Network, where they managed about $170 million in client assets. In their new berth, they operate as Ingenuity Financial Services, based in San Antonio, Texas.

Ameriprise
Financial advisor Mike Felton has joined the branch channel of Ameriprise Financial, from Merrill Lynch with $110 million in client assets. A wealth sector figure for 20 years, Felton is located in Charleston, South Carolina.

Felton is supported locally by Ameriprise complex director Jamie O’Brien and Ameriprise regional vice president Michael Rearden.

Carson Group
Carson Group, with over $48 billion in AuM, said that senior wealth advisors Greg Diamond and Neil Cohen of GCD Advisors have moved to Carson Wealth. They have joined the firm’s Great Lakes-area office led by Mark McCallum, managing partner. 

Diamond and Cohen serve about $300 million in client AuM. The duo have built a virtual wealth management practice serving mid- to high net worth clients throughout the Chicago area and around the nation.