On The Move

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Stonebridge Capital Advisors Expands Fixed Income Team

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Scott Shinnick joins firm as a fixed-income trader and credit analyst.

fi360 Appoints Chief Financial Officer

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Patricia Stocke to guide firm's development and financial growth.

Hennessy Advisors Acquires Assets Related To Management of FBR Funds

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Assets under management total $3.1 billion for Hennessy family of Funds.

Raymond James Recruits 25-Year Veteran From Wells Fargo

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Mark Teed to be senior vice president of investments in Springfield, Mass.

Allianz Life Names Vice President Of IT Business Engagement

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Patrick Christiansen will manage business partner relationships.

Brown Advisory Names Christopher Bartlett Partner

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Appointment of Christopher Bartlett expands the firm's expertise in managing private client portfolios.

Wedbush Securities Expands Equity Trading Team

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Ian Winer named director of equity trading in Los Angeles.

Cambridge Southern Financial Advisors Changes Name; Opens Denver Office

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Cambridge Wealth Counsel's new Denver office is led by Marc Jimenez.

Guardian Retirement Solutions Appoints National Sales Manager

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Stephen Davis joins platform focused on small-plan 401(k) market.

Commonfund Names Managing Director For Its Commodities Group

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Eric Kolts will focus on solutions-based commodities investment strategies.

CLS Investments Reaffirms Commitment To Growth With Several Management Changes

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Todd Clarke is promoted to CEO, Ryan Beach is named president, and Rusty Vanneman is CIO.

Insured Retirement Institute Appoints V P Of Regulatory Affairs And Compliance

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Jason Berkowitz brings 10 years of insurance industry experience to new role.

Thomas J. Herzfeld Advisors Names Head Of Distribution

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Mutual fund veteran Rob Adler joins firm.

National Advisors Trust Welcomes New Senior Vice President Of Institutional Trust

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Attorney Joseph Morsman also joins the executive management team and risk assessment committee.

WisdomTree Names Chief Operating Officer

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Gregory Barton brings 16 years of experience and leadership to new position.

Northern Trust Strengthens Foundations & Institutional Advisors Group

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Darius Gill promoted to managing director of the central region.

Altegris Continues Growth With Two New Appointments

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Addition of Valentina Glaviano and Christopher McCool represents firm's commitment to meet growing demand for alternative investments.

Allianz Life Appoints Senior Director Of Operations Controls

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Tom Spangler brings extensive compliance knowledge and leadership skills to new position.

Edelman Financial Services Opens New Office

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Firm responds to local demand with new Woodland Hills, Calif., office.

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