Founded by father-and-son team Larry and Aaron Sherman, the business works with individuals, families and businesses to organize and plan their financial futures. Its office is at 22A East Roseville Road in Manheim Township.

Larry Sherman, founding partner of Odyssey Group Wealth Advisors, was previously a partner with Sherman Werst Wealth Advisors in Lancaster. His son was a financial advisor with Sherman Werst. 

Before becoming a financial advisor, Aaron Sherman worked at the Federal Reserve Bank of New York, coordinating reforms in derivatives markets with policymakers in the US and around the world.

Serving as the new firm's vice president is Drew Kavanaugh, who was previously responsible for investment policy review, portfolio strategy development and implementation for Ambassador Advisors LLC in Manheim Township, the publication said.

Family Wealth Report has contacted the firm to confirm details, and may update in due course.

RBC Wealth Management
RBC Wealth Management has hired The Schluchter Investment Group in St. Cloud, Minnesota.

The Schluchter Investment Group is comprised of Wayne Schluchter, senior vice president – financial advisor; Jeffrey Voit, first vice president – financial advisor; Cindy Lanoue-Sauer, senior financial associate; Alexander Coulter, senior investment associate; Kim Thyen Nies, senior investment associate; Terri Hermanson, senior registered client associate; and Janet McConkey, client associate.  

The team has worked together for more than two decades and brings 148 years of combined industry experience.  

They manage more than $500 million in client assets and join RBC from Commonwealth Financial Network. 

Baird
International wealth manager Baird has appointed a new team and a financial advisor to its private wealth management business in Raleigh and Milwaukee.

The Wessel Group joins Baird in Raleigh. The team oversees $125 million in assets and generates more than $1 million in annual production.  David Thuli joins as a senior vice president in Milwaukee.Thuli oversees $110 million in assets and generates $900,000 in annual production.

Baird has added 38 financial advisors to its private wealth management group since the beginning of 2018, and added new wealth management offices in Tucson, Arizona; Durango, Colorado; Elgin, Illinois; Ann Arbor, Michigan; Anchorage, Alaska; and Toledo, Ohio.

Clark Capital Management Group
US asset manager Clark Capital Management Group has appointed Larry Roth to the firm’s board of directors. 

Roth is the former chief executive of Cetera Financial Group and AIG Advisor Group. He is currently the managing partner of RLR Strategic Partners, a growth strategy consultancy that is affiliated with Berkshire Capital, an investment bank focused on M&A transactions in the asset management and wealth management sectors. 

MG Capital
MG Capital, the real estate private equity investment manager specializing in Manhattan luxury residential properties, has appointed Joanna Koutsos to its management advisory board. The firm's board now comprises eight members.

Koutsos is currently an executive director at JP Morgan Asset and Wealth Management within the portfolio analysis group.