BLS Financial Group includes:
-- Jonathan M Modiano, managing director – private wealth financial advisor; 
-- Adam M Jones, managing director – private wealth financial advisor; 
-- Mark A Steinberg, CFP®, CRPC®, MBA, managing director – financial advisor; 
-- Tricia Fitzsimons, associate vice president – senior business associate; 
-- Kristen Charlton, associate vice president – senior business associate; and 
-- Daniel Welsh, senior investment associate.

Chilton Trust named Jennifer Lee as president and CEO. Lee, who reports to Richard Lockwood Chilton, Jr, founder and chairman of Chilton Trust, succeeded Peter Kim who served as interim president. With more than 30 years of private wealth experience, Lee joined from PNC Private Bank, where she most recently served as the head of US markets.

Fiduciary Trust International appointed Marc Balcer as senior portfolio manager in its Radnor office. Balcer has more than two decades of investment management experience, including senior roles at Girard, Bluefin Investment Management, Redstone, and Morgan Stanley. 

Financial advisor Mike Felton joined the branch channel of Ameriprise Financial, from Merrill Lynch with $110 million in client assets. A wealth sector figure for 20 years, Felton is located in Charleston, South Carolina.

Carson Group said senior wealth advisors Greg Diamond and Neil Cohen of GCD Advisors had moved to Carson Wealth. They joined the firm’s Great Lakes-area office led by Mark McCallum, managing partner. 

Northern Trust Asset Management appointed Anwiti Bahuguna as global co-chief investment officer. She joined global co-chief investment officer Christian Roth and succeeded Michael Hunstad, who was recently named president of Northern Trust Asset Management. Bahuguna is based in Chicago and reports to Northern Trust Asset Management President Michael Hunstad.

Osaic, a portfolio company of Reverence Capital Partners, and a provider of wealth management strategies, added Virtus Wealth Solutions – an all-women firm founded by financial planner Rachel Woo – to its supported independence channel. Based in West Virginia, it transitioned from Commonwealth Financial Network to Osaic.

Dynasty Financial Partners hired Kevin Monaco as business development officer, based in Los Angeles. Monaco reports to Tim Oden, Dynasty's chief growth officer. Previous firms include at D A Davidson, Wells Fargo Private Bank, Raymond James & Associates, and Morgan Stanley, and Oppenheimer.

Pitcairn, a US family office, named Carlin Calcaterra in the newly-created role of managing director of investment strategy. Calcaterra was most recently the managing director and co-head of the financial advisor solutions team at Ares Management.

Allworth Financial appointed Jeffrey Green as chief people officer. Most recently, Green was chief human resources officer at Osaic.

Uniting Wealth Partners, an RIA succession incubator backed by Wealth Advisor Growth Network, welcomed a Rochester, New York-based firm run by Rick and Alecia Dougherty. 

Former Commonwealth advisors Marcus Papajohn and Kevin O’Sullivan joined wealth management platform Diversify. Based in Boston, Papajohn and O'Sullivan launched their new independent practice under the name of Boston Wealth Advisory Group.

LinePoint Partners & Co, a Los Angeles-based firm that operates an affiliation model and platform for ultra-HNW breakaway advisors and single-family office leaders, appointed Dan Cole as chief financial officer, and head of advanced wealth planning. Before this role, Cole was CFO for the embedded family office at Audax Group and was part of the senior leadership team at the Lowy Family Group, a global single-family office, where he led US finance operations and tax strategy. 

Modera Wealth Management hired Vince Curtin as director, head of mergers and acquisitions, where he leads its acquisition strategy and partnership development. Curtin has more than 15 years of experience in wealth and asset management, with senior M&A roles at Transcend Capital Advisors, The Mather Group, and UBS Investment Bank.

Los Angeles-headquartered City National Bank – a subsidiary of Royal Bank of Canada – unveiled a private banking and wealth management head: Brandon Williams. Williams, who has worked in the financial services sector for more than 25 years, joined the bank in 2016. He reports to Howard Hammond, president and chief executive officer.

Coller Capital appointed Jennifer Loew as global head of investor services and due diligence. Loew, who is based in New York, reports to Jake Elmhirst, deputy head of capital formation and head of the global private wealth solutions business. Most recently, Loew was managing director of client relations and head of diligence services at Oaktree Capital Management, where she spent over a decade managing global investor onboarding, reporting, and due diligence. She has served in senior roles at Morgan Stanley Investment Management, Bear Stearns Asset Management, and OppenheimerFunds. Loew began her career at JP Morgan & Co.

Texas-based financial advisor Alex Gunn joined Third Coast Advisors, a practice within the Ameriprise Financial Institutions Group, part of Ameriprise Financial. Third Coast Advisors is located in Georgetown, Texas. Gunn is a 16-year industry veteran, who previously worked at PNC Investments.

Athena Capital appointed Serena Dayal and Avi Golan as investment partners. Dayal and Golan source tech investments for Athena Capital, in particular cybersecurity, AI, software, and healthcare. Dayal was previously a partner at SoftBank Vision Fund. Earlier in her career, she was an investor at Fortress Investment Group in its private equity business and spent more than 10 years in Goldman Sachs’s Investment Banking Division. With more than 30 years of experience in the technology sector, Golan previously served as CEO of Sygnia, a Tomasek portfolio cyber technology and services company. 

Franklin Templeton appointed Daniel Gamba as chief commercial officer, overseeing global sales, marketing and product strategy, based in New York City. Gamba reports to Jenny Johnson, chief executive officer. Gamba, Terrence Murphy, head of public market investments, and Matthew Nicholls, chief financial and operating officer, became co-presidents.

Gamba, who succeeded Adam Spector, who is the new CEO of Fiduciary Trust International, joined from Northern Trust, where he served as president of its asset management business. Northern Trust appointed Michael Hunstad as president of Northern Trust Asset Management , and replaced Gamba. Hunstad reports to chief executive officer Michael O’Grady.

Carson Group hired four senior figures, adding to areas such as private client services, advisor development, estate planning and mergers and acquisitions. The joiners: Heather Zack, senior vice president, private client services, and solutions strategist ; Lisa VanArsdale, vice president, advisor development ; David Haughton, VP, estate planning ; and Liam Heffernan, VP, mergers and acquisitions sales .

Sterlington, a law firm, brought in figures from rival Morgan Lewis, building its private wealth group. Alexandra Buckingham joined as a partner, alongside Daniel Cooper, partner and head of Sterlington’s private wealth practice; partner Emalee Welsh, deputy head of the practice; and partner Daniel Carmody.

Baird added Robert Choy as a director and financial advisor to a new office opening in Santa Clara, California. Choy used to work at Edelman Financial Engines.

InspereX, the tech-driven fixed income and structured products distribution and trading firm, appointed Brandon Laczkowski as managing director, head of RIA sales. Laczkowski reports to Deryk Rhodes, managing director and head of wealth management solutions.

FNZ, a wealth management tech platform, unveiled an executive committee appointment for New York. Ryan Beach joined as group head for North America, based in Nebraska, reporting to group president, Roman Regelman. Previously, Beach was CEO of F2 Strategy and, before that, president and chief operating officer at Orion.

RIA Kestra Private Wealth Services said Tim Semke had joined its cluster of independent financial professionals in partnership with Kindred Wealth Partners, a Pennsylvania-based wealth management firm affiliated with Kestra PWS.

BNY Wealth named Alvina Lo as head of advice planning and fiduciary services. 

Hightower Advisors appointed former State Street senior figure Randy Bullard as head of investment management – a newly-created role. Most recently, he served as the global head of wealth at State Street. 

Blake Butler, a financial advisor, launched an Alabama-based RIA, Canterbury Capital Wealth Management. Before launching an independent advisory firm, Butler’s seven-member team was affiliated with Northwestern Mutual.

Fenchurch Advisory Partners expanded its US office with the appointment of Gautam Chawla as senior managing director and co-head of Fenchurch US. Chawla has more than 33 years of experience in investment banking, most recently as vice chairman and global co-head of the Financial Institutions Group at Barclays.

Fortress Investment Group appointed Shara Wallace as distribution head for the central US states at its private wealth solutions business. Wallace, who is based in Detroit, Michigan, reports to Adam Bobker and Nils Wilson, global co-heads of the private wealth solutions business. 

Raymond James

The following advisors joined the firm's network, in different channels:

 Alan Chase and Ian Chase, based in Texas. Formerly at Commonwealth Financial Network.

A group from Compass Investment Management . The group operates office locations in Lewiston and Bangor, Maine. Advisors are Gary Bragg, Colby Dionne, Daniel Espenscheid and Michael Nerney, along with registered broker assistants Peggy Kennedy and Melissa Bernard and office administrator Linda Girardin. Formerly at Commonwealth Financial Network.

Jamie Hampton and Eric Leonhardt . They are based in Wenatchee, Washington. Formerly at CliftonLarsonAllen Wealth Advisors. 

Gregory Hinkson, Adam Miller, Thomas Boogren, alongside registered client service manager Lynn Gasser. Based in Troy, Michigan. Formerly at Commonwealth Financial Network.

Martin “Marty” Sloane and Thomas “Tom” Sloane . Formerly at UBS Financial Services. The were joined by senior registered client service associate Deborah Vincent. The team operates as Sloane Square Wealth Management of Raymond James, based in Stuart, Florida. 

Miguel Garcia ; based in Miami, Florida. At Oppenheimer, he managed about $265 million of client assets.

Ben Johnson . Johnson operates under the banner of Johnson Private Wealth and is based in Mooresville, North Carolina.

Troy Aucoin, Jill Blair and Patrick Dill  Aucoin and Dill arrived from Commonwealth Financial Network with client services manager Stephen J Aguillard Jr, and Blair joined from Morgan Stanley. They formed Aucoin Wealth Management in Baton Rouge, Louisiana.

Gregory Phelps. Phelps founderd Eightysecond Capital Partners, based in Rockledge, Florida. 

Andrew Wilson. He is based in Montecito, California. He previously worked at UBS Financial Services.

David Solganik joined as head of AI strategy, a newly-created role which followed Stuart Feld’s promotion to chief AI officer earlier this year. Solganik reports to Feld.