Erica E. Lord has over 20 years of experience serving high-net-worth individuals and families.
The employee-owned firm wants to change the nature of wealth management.
The Rockford, Ill., firm wants to at least triple in size in five years.
Javier Obando joins SageView as retirement plan consultant.
A new corporate strategist and chief compliance officer have been added to assist with growth strategy.
The appointment advances Oppenheimer's growth strategy in the Eastern Pennsylvania, Southern New Jersey region.
Nick Bevad joins Claritas Financial Partners and LPL Financial.
The new hires will enable continued growth of the firm, InspereX said.
Thomas joined Northern Trust in 2004.
Eugenio Alemán succeeds Scott Brown, who retired.
Kabir Sethi and Matt Enyedi join the committee through a new hire and a promotion.
New hires will support expansion to New York City.
The Mile Creek Global Group will be based in Snowden Lane's New York, Coral Gables, Fla., and New Haven, Conn., offices.
She is expected to help Edelman Financial Engines in its growth trajectory.
Kabir Sethi will serve as managing director and chief product officer.
Kristan Boyle will work with national and regional consulting firms.
Phil Eckman will replace Kent Callahan, who will retire at end of 2022.
Sandy Kaul has more than two decades of industry experience.
Jamie Kaltenbach will be in charge of the firm's financial planning programs.
Platte River Private Wealth of Casper, Wyo., has partnered with LPL's Strategic Wealth Services.