Who's Moving Where In Wealth Management? - Angel Oak, West Wealth Management

Editorial Staff

18 December 2020

Angel Oak
Angel Oak Capital Advisors, a US investment management firm specializing in value-driven structured credit investments, has hired Jim Calla as senior vice president, institutional business development. Calla will oversee the expansion of Angel Oak’s institutional sub-advisory role for bank-owned life insurance separately managed accounts.

Calla has more than 30 years of experience in the financial sector. Most recently, he served as the national sales director at Meyer-Chatfield Group. Prior to that, he was the owner of World Currency USA, which facilitates foreign exchange transactions on behalf of community banks.

West Wealth Management, Ameriprise
West Wealth Management, including private wealth advisor Michael West and advisors Andrew West and Laura Cook, have joined the independent channel of Ameriprise Financial. They were previously at Raymond James.

The advisors oversee $150 million in assets under management.

Michael West has 28 years of experience in the industry. Andrew West joined his father’s practice in 2011. Cook joined the practice in 2013. Michael West’s team also includes his daughter and client concierge Katherine West, operations manager Priscilla Rackley, and receptionist Emily West. The practice, which is based in Travelers Rest, South Carolina, serves a wide range of clients and businesses in 33 states across the country. Michael Barker supports the team as their Ameriprise franchise field vice president.