Two teams were formerly with First Republic and the other comes from Truist.
Tim Maurer was an adjunct instructor at his alma mater for the CFP preparatory course he helped launch.
Tara Latini most recently served as HSBC head of wealth and personal banking in the U.S.
William Y. Yun is a former executive vice president of Fiduciary Trust International.
Jonathan Connolly will help Wealthspire build an in-house trust services operation.
Leslie Miller is an industry veteran with more than 30 years of experience.
Both Flaum and Bradley have deep experience in tax and estate planning.
Adam Jones brings two decades of experience to his new role with BNY Mellon.
Carolin Botzenhardt is an industry veteran with 22 years of experience.
Bryan Kucholtz is an industry veteran with more than three decades of experience.
Tom Fickinger has three decades of industry experience, most recently at BNY Mellon Wealth Management.
Traynor is an industry veteran with more than three decades of experience.
Ryan Schlappi joins Crewe Advisors from JPMorgan, where he worked since 2008.
Nick Perry has 15 years of experience managing portfolios for HNW and UHNW clients.
Luis Miguel Gonzalez Ocque works with wealthy clientele in Latin America.
Stonehage Fleming appointed Lowry Brescia to the key position of client relationship manager in Miami.
O'Donnell has more than two decades of industry experience.
Akhavan will work with high-net-worth domestic and international clients.
The advisor duo was formerly with Citigroup Global Markets.
The two teams will join the bank in New York City.
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