Who's Moving Where In Wealth Management? – Raymond James, SS&C, Others

Editorial Staff

7 July 2023

Raymond James
Raymond James has welcomed financial advisor Rebekah Fa'asau to the firm’s employee advisor channel in Boise, Idaho.

Fa'asau is arriving from Merrill Lynch, where she managed more than $185 million in client assets; she will be joined by client service associates Ali McCormack and Payton Thomas. Together, they operate as Fa'asau Wealth Management of Raymond James.

Fa'asau became an advisor in 2007 and built a 16-year career at Merrill Lynch, obtaining the titles of senior vice president and portfolio manager.

SS&C Technologies
SS&C Technologies has appointed Brian Schell as executive vice president and chief financial officer. He will report to Bill Stone, the chairman and CEO.

Schell will join SS&C on August 7 from Cboe Global Markets, where he was executive VP, chief financial officer and treasury. He’s worked in financial firms for more than three decades, at organizations including H&R Block, the FDIC, KPMG and JP Morgan.

Cetera
Cetera Financial Group, the financial advisor wealth hub in the US, yesterday said that Chuck D'Amico has joined the Cetera Investors branch in Tampa, Florida.

D'Amico, a financial services veteran and longtime financial advisor, has joined from Mass Mutual a firm that provides financial planning services to clients with nearly $70 million in assets.