On The Move

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LoCorr Funds Makes Two Appointments

by FA Staff

Sean Katof has joined the firm as a senior vice president and Peter Tamburrino as a RIA wholesaler.

Raymond James Opens First Employee Office In Vermont

by FA Staff

Katherine Traver and Michael Gardner were most recently with RBC Wealth Management.

Rothschild Asset Management Expands Alternative Investment Team

by FA Staff

Former JP Morgan investment managers Shakil Riaz and Anthony Marzigliano have joined the firm.

Former SEC Chief Accountant Rejoins EY

by FA Staff

Jaime Eichen has rejoined Ernst & Young as a partner in the professional practice group.

Raymond James Recruits Advisor From Edward Jones

by FA Staff

Danielle Blunt and her team have joined the firm in Brea, Calif.

Raymond James Hires Advisor From Morgan Stanley

by FA Staff

Luigi Mazza has joined the firm in Miami.

Keele Retires From Vanguard

by FA Staff

Stu Spangler will take over management of the fund, Vanguard says.

Raymond James Recruits $188 Million Advisor

by FA Staff

Joel Feldman has joined the firm from UBS.

RBC Strengthens Liquidity Management Team

by FA Staff

John Donohue has joined the firm as managing director and head of liquidity management.

Nasdaq Appoints Executive Vice President

by FA Staff

Salil Donde will lead the global information services division.

Stratos Wealth Partners Adds Team In Ohio

by FA Staff

Chad Tom and Wayne Wycoff have transitioned their practice to the independent hybrid RIA.

EP Wealth Advisors Acquires Moore Financial

by FA Staff

$1.9 billion firm created with acquisition.

Raymond James Hires $120 Million Advisor

by FA Staff

Patrick Yates has joined the firm in Louisville, Ky.

Gradient Investments Welcomes New Senior Investment Analyst

by FA Staff

Industry veteran Mariann Montagne has joined the Minnesota-based RIA.

Commonfund Bolsters Investment And Risk Teams

by FA Staff

Brian Rondeau has joined the firm as director of risk management and Alex Gurvich as director of the firm’s asset management group.

Bridgewater Adds Athlete Expert

by FA Staff

Nina Mitchell has joined Bridgewater Wealth & Financial Management.

Rockefeller Philanthropy Advisors Adds Three To Its Board

by FA Staff

The nonprofit philanthropy organization has added Kyungsun Chung, Luther Ragin, Jr., and Valerie Rockefeller Wayne to its board of directors.

Peak Advisor Alliance Appoints First Female Director

by FA Staff

Laura Pierson will lead all aspects of the business as its new managing director.

Buckingham, BAM Make Appointments

by FA Staff

Leadership positions are named at the two firms, Buckingham announced.

Southwest Florida Advisory Teams Merge

by FA Staff

J.A. Romano & Associates to become part of LCM Capital Advisors.

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