M&A
MAI Capital Management
The registered investment adviser (RIA) firm has acquired Cleveland-based Winfield Associates for an undisclosed sum.
Founded in 1997 by William Winfield Baker and his son Christopher Baker, Winfield provides financial advice, investment portfolios and private wealth services for its clients.
The firm’s key executives will join MAI, with Christopher Baker assuming the role of managing director and partner of MAI, and Mark Haley assuming the role of managing director and partner of MAI.
People moves
Sunstone Trust Company
The trust firm has named Anna Fedosova-Caldera as chief fiduciary officer.
Before joining Sunstone Trust, she was a vice president and a senior trust adviser at US Bank, Private Wealth Management.
Stratos Wealth Partners
The wealth firm has hired Alexa Wlassowsky as managing director of business development.
She is responsible for Stratos recruitment efforts in the San Francisco Bay-area.
Wlassowsky joins Stratos after five years with Wells Fargo Advisors, where she most recently served as senior vice president, regional brokerage manager.
Snowden Lane Partners
The wealth advisory firm has named Luis Miguel Gonzalez Ocque as a senior partner and managing director.
Prior to Snowden Lane, Gonzalez Ocque served as a managing director at Morgan Stanley Private Wealth Management for 12 years.
Raymond James
Financial advisers Jon Burnett, Daniel Fowler and Chad Carlile have joined the wealth firm.
Burnett, Fowler and Carlile were previously affiliated with LPL Financial where they managed more than $220m (£182m, €210m) in client assets.
Together they serve a variety of clients including individuals, families, business owners, pre-retirees and retirees.
Also, Raymond James recently hired financial advisers Tim Woods, Blake Brignac and Mitchell Woods in Lake Charles, Louisiana.
The adviser team – now known as Woods Brignac Wealth Management of Raymond James – is joined by client service associates Debbie Ardoin and Mackenzie Wright.
Prior to Raymond James, the team managed approximately $453m in client assets at Merrill Lynch.
Telemus Capital
The Michigan-based independent wealth advisory firm has hired Rob Young as a senior investment analyst.
He previously served on the investment committee at Calamos Wealth Management, where he constructed investment portfolios for high net worth individuals and institutions.
Fiduciary Trust International
The global wealth manager and wholly-owned subsidiary of Franklin Templeton has named Amy Ko as regional managing director for northern California.
Ko joined Fiduciary Trust International as San Mateo-based senior relationship manager and managing director in November 2020.
Northern Trust
Jennifer Grosvenor has been named managing director in the Houston office.
Previously, she led the fiduciary practice and team of trust and client advisers for Northern Trust Wealth Management’s Houston office.
