RBC Wealth Management – US hired The Centennial Wealth Management Group to join a new branch in Purchase, New York, Westchester County. It includes nine members. The firm also welcomed a new leader at its Boston complex, Brendan Krebs. Krebs took over from retiring complex director Brian Katz, who was with RBC for nine years. It also appointed three financial advisors who recently joined from UBS where they managed a combined total of about $1.1 billion in client assets. The advisors are Robert Miller based in the St Paul complex, Scott Murray in Boise, and Mark Grueninger in Beverly Hills.

Citi Private Bank appointed Henry Woodward Middleton, Jr as its Southeast market executive. Woodward reports to Chris Biotti, head of Citi Private Bank for North America. Before this, Woodward worked at Bank of America Private Bank where he served as the executive leader for Southeast Florida.

Private real estate credit manager S3 Capital, based in New York opened a Dallas office. Jonathan Hart was named managing director of origination in the Dallas office. 

Orion, the wealthtech firm working with financial advisors and other businesses, appointed Valli Nachiappan as chief technology officer. Nachiappan reports to Reed Colley, president of Orion Advisor Technology. She has more than 20 years of experience in the technology sector. 

Apex Group, a financial services provider, appointed Jeff Weiner as chief operating officer. Weiner’s background includes senior roles at institutions such as Fiserv, Bank of America, Fannie Mae, Wells Fargo and, most recently, Conduent.

Percent, a private credit marketplace, appointed former JP Morgan and McKinsey senior figure Marshall Lux to join its board of directors. Lux, who serves as a venture partner at B Capital, is a senior advisor to Boston Consulting Group, . He sits on public and private boards across banking, insurance, and private equity. 

MetLife Investment Management, the institutional asset management business of New York-listed MetLife, named Brian Funk as its president. Funk previously held the post ad interim, while being global head of private capital for MIM.

Bank of America Private Bank appointed three new market executives in the New York metro market. Mary Chan, Chris Petro and Jeremy Sunshine joined the private bank’s leadership team, working with Geena Mayback, division executive, and Emily Dreas, managing director and senior market executive division head. 

Chan joined from JP Morgan Private Bank where she was a regional managing director for New York and oversaw the integration of First Republic’s business in the market when the latter bank was taken over in an emergency transaction. Prior to this role, Chan led a First Republic team for 17 years. Petro most recently served as head of Metro New York region for Citi Private Bank. Previously, he worked at JP Morgan’s Global Investment Opportunities Group. Sunshine, who joined the private bank last fall from JP Morgan Private Bank, spent the previous five years building out its Westchester, New York market. 

Private wealth advisory practice Allegiant Private Wealth joined the independent channel of Ameriprise Financial from Merrill Lynch. The practice is led by private wealth advisor Christine Selzer and includes PWAs Brian Selzer and Brody Grove. It includes administrative assistant Kendall Holmes and client relationship manager Melanie Konoski. 

A team of advisors at Empire 360 joined Morgan Stanley in New Jersey – previously they were with UBS. Prior to joining the latter firm in 2015, the firm had been at Smith Barney, which Morgan Stanley bought in 2009.

The team comprises Angelo Amitsis, managing director, private wealth advisor, Kevin Reiner, private wealth advisor, and support staff Mary Fava-Marsh, vice president, financial planning analyst, according to the Morgan Stanley website. Others in the team are Brandon Young, VP, PWM director of investments, and Alexandra Venegas, PWM client service associate.

Amitsis and Reiner – who have offices in New York City and Paramus – report to private wealth market executive Michael Farrell. Farrell is in NYC at Morgan Stanley’s global HQ.

UBS Wealth Management in the US appointed Mellany Bagtas as a financial advisor in New York City. The group also added a former JP Morgan and Citi Private Banker to its NY teamk. Bagtas reports to associate market executive Demie Kommatas.  Prior to this, Bagtas worked at Morgan Stanley, where she most recently served as a first vice president and portfolio manager. She was joined by wealth strategy associate Kaitlin Weaver.

Separately, UBS International appointed Adelino Dias as a financial advisor in New York. Dias has a background in serving UHNW clients, mainly in Brazil. Prior to UBS, Dias worked for more than seven years in private wealth management at Citi Private Bank, in the New York area.

Anchyra Partners, a new RIA based in Atlanta, joined the cluster of firms within the network of Dynasty Financial Partners. Robert Durham, Zack Cloud, and Brian Gately founded Anchyra. Durham previously served as managing director and regional director at Stephens. Cloud and Gately were vice presidents at Goldman Sachs.

Star Mountain Capital promoted Curtis Glovier to chief investment officer. He has been working with the firm for more than five years, most recently as strategic investment and portfolio officer.

Savant Wealth Management, an RIA, appointed Ahmed Hassanein as its chief financial officer. Hassanein joined from Los Angeles-based Signature Estate & Investment Advisors, where he had served as CFO for the past two years.

FinServ Foundation, a 501 nonprofit that fosters talent in the financial services sector, named Victoria O’Tool as its executive director. She was introduced to the organization when she became a FinServ fellow during her time as a finance student at the University of Alabama. Subsequently, she served as the FinServ Foundation conference chair and as a member of the FinServ Foundation Fellow Advisory Board.

Gateway Financial Partners, a firm based in Connecticut, appointed Robb Combs as director of business development. Combs has more than 30 years of experience in the financial services industry.

LPL Financial brought William “Bill” Curtis Loomis, William Curtis “Curt” Loomis, and Justin K Hitt of Loomis Wealth Management to LPL’s broker-dealer, RIA and custodial platforms. The team, which came from L M Kohn & Company, reported serving about $180 million in advisory, brokerage and retirement plan assets. Based in Harrisonburg, the Loomis firm was founded in 2010.

Caprock, a multi-family office RIA, appointed Vivek Jindal as chief investment officer. He was previously CIO at KORE Private Wealth, prior to the firm being acquired by CI Financial/Corient. Jindal has more than 20 years' investment experience under his belt.

Pinnacle Associates appointed Henry Mercer as chief investment officer of Withum Wealth Management, a firm co-founded by Pinnacle. Mercer, who has more than 45 years of investment management experience, most recently served as president of Mercer Capital Advisers, which he founded in 1999 and led until his brief retirement in 2022. Since then, he has remained active in the markets as a private investor.

Emigrant Bank appointed Kenneth M Eyler as managing director. Eyler works with Liz Nesvold, vice chair of Emigrant Bank, Mark Rogozinski, MD/head of family office services and the bank's senior leadership team to expand its family office capabilities. Most recently, Eyler was MD of family office services at Cresset, where he advised single- and multi-family offices nationwide. 

Farmers and Merchants Trust Company appointed Salvatore "Tory" Milazzo as senior vice president, trust and investment manager. 

Elevation Point appointed Eric Clarke, founding chief executive of Orion Advisor Solutions, and Mike Mikan, president and CEO of NeueHealth and former CFO of UnitedHealth Group, to join its board of directors.

Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement. She is based in New York. Prior to this, Amoroso worked at iCapital, where she had been chief investment strategist for the past four years. 

Hightower confirmed that Larry Restieri had officially taken the reins as its chief executive officer and a member of the board of directors, succeeding Bob Oros, Hightower's CEO since 2019.

Evercore Wealth Management added four former Silicon Valley Bank figures to its San Francisco office. The arrivals were Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred Yam. All four worked at Northern Trust.

Citi Wealth, part of Citigroup, appointed former JP Morgan figure Jeanne Sun as head of portfolio advisory, part of the chief investment office team. She worked for more than two decades at JP Morgan. Sun, who is based in New York, reports to Kate Moore. Mooore joined as CIO in February, formerly working at BlackRock.

CBIZ, the US-listed professional services firm, added to its team: Jim Low, financial services, and Beth Wiener, alternatives. Low’s mandate includes areas such as cybersecurity and fraud prevention, regulatory preparedness, M&A activity, credit and liquidity management, tax policy and compliance, benefits and insurance needs, and assurance needs. In Wiener’s case, she joined CBIZ at a time when alternative investments, such as private credit, equity, real estate, infrastructure and venture capital, were getting considerable wealth industry attention. Wiener is MD and national alternative investment industry leader.

Raymond James – various moves
-- The firm welcomed financial advisor Andy Knowles to its independent advisor channel. As founder of Knowles Private Wealth in McMinnville, Tennessee, Knowles is joined by client service associates Haile Love and Alex Guthrie. Previously, Knowles was affiliated with LPL Financial and First National Bank of Middle Tennessee.

-- Raymond James welcomed financial advisor John Hutchinson to its employee advisor channel. Hutchinson Wealth Services of Raymond James is based in Walnut Creek, California. Hutchinson was previously affiliated with Stifel.

-- Raymond James Financial Institutions Division part of Raymond James, brought in financial advisor Jason Buford to First Investments & Planning, located at FNBO . Prior to this, Buford was affiliated with UMB Financial Services, where he managed about $260 million in client assets.

-- The firm also brought in a $950 million team of 10 financial advisors to its independent advisor channel. Based in Colorado Springs, Colorado, with offices throughout Texas, Springs Wealth Group is led by managing partners Bob Book, Andrew Inman, Tim Mason, Chris Van Stavern, and Chris Young. They were joined by financial advisors Kristen Christensen, Travis Crowell, Bryan Ladrow, Camden Steele and Jerrad Bridgmon, as well as 13 branch professionals.

-- Raymond James welcomed financial advisor Wesley Coyle to its independent advisor channel, in Austin, Texas.