Who's Moving Where In Wealth Management? - Crestbridge, Raymond James

Editorial Staff

12 November 2021

Crestbridge
Crestbridge the provider of private equity and real estate administration solutions, has appointed Marta Ciemiega as business development director for the US, continuing its build-out in the country, as reported earlier this year.

Ciemiega, who is based at Crestbridge’s US office in New York, has more than 17 years’ experience in financial services, through which she has developed an extensive knowledge of global private markets in the US, including real estate, venture capital, private equity and private credit.

Prior to this, she worked at Sanne Group, where she was responsible for design and execution of North America business development strategy. Before Sanne, she served in senior roles in RBC Investor and Treasury Services, Bloomberg LP, Fitch Solutions and Standard & Poor’s.

Raymond James
Raymond James has welcomed two financial advisor teams to its employee advisor channel in Georgia.

The advisors have joined the group’s Atlanta complex, led by manager Craig Norton.

Located in the Dalton, Georgia office are former Truist financial advisors Joel Theis, vice president, and Zach Theis, who is part of the firm’s Advisor Mastery Program for new financial advisors. They previously managed $189 million in client assets.

Joining the Raymond James Fayetteville, Georgia office are financial advisors Joshua Pruitt, vice president, wealth management, and Harry Pence and Demetrios Protopapadakis, who are both part of the firm’s AMP program. Along with Jammie Perri, senior registered client service associate, they join Raymond James from Merrill Lynch, where they previously managed $119 million in client assets. They operate as Pruitt & Associates Wealth Management of Raymond James.