People moves
Orion Advisor Solutions
The wealthtech solution provider has announced chief executive and founder Eric Clarke is set to retire by the end of 2023.
Clarke will continue as Orion’s chief executive until the successor is in place.
Perpetual
The wealth firm has appointed Mickey Janvier to the key role of head of distribution, Americas.
With a career in distribution spanning more than 20 years, Janvier has spent the last 12 years at Abrdn in various roles, most recently leading both institutional and intermediary sales channels.
Sanctuary Wealth
The advice network has taken on Jersey City-based Crescent Harbor Private Wealth.
The firm includes chief executive and founder John Araneo, and managing partner Jason Greenfield.
They join from Merrill Lynch.
Oakworth Capital Bank
Jason Pokrzywinski has been named head of wealth management and advisory services at the bank.
He most recently served in product management roles with ICON Advisers and Wells Fargo Private Bank as senior vice president, overseeing investment solutions for private bank and ultra-high-net-worth clients.
Raymond James
Financial advisers John Piotrowski, Richard Holsan and Scott Gribbons have joined the wealth firm.
As Leeward Financial Group in Lighthouse Point, Florida, the advisers are joined by practice business coordinator, Doreen Gest, and client services manager, Janice Leechalk.
Previously, the team was affiliated with Ameriprise Financial Services.
In other news, financial advisers Meghan Foley and Anthony Anderson have also joined the company.
Based in Broadview Heights, Ohio, the advisers operate as Shultz Group of Raymond James and are joined by senior client service associate Rani Thakkar.
The group was previously affiliated with Merrill Lynch.
RBC Wealth Management
William Abraham has joined RBC as a senior vice president and financial adviser in Memphis.
Abraham was previously at Wells Fargo.
In other news, Tammy Haygood has also joined as a managing director and financial adviser at the firm’s Washington DC office.
Haywood was previously at UBS.
M&A
The Mather Group
The wealth management firm has bought Ohio-based advice company Clear Perspectives Financial Planning for an undisclosed sum.
In 2008, Clear Perspectives was co-founded by Carol Hoffman and Tim Grout, who had each spent many years in senior financial management roles at Procter & Gamble Company.
Clear Perspectives had approximately $360m ($291m, €335m) in assets under management as of 30 April 2023.
OneSeven
The wealth management firm has acquired advice group TruClarity Wealth Advisors.
The registered investment adviser (RIA) firm manages over $690m in assets under management.
Merit Financial Advisors
The Georgia-based financial advice firm has acquired Pennsylvania-based Planned Futures for an undisclosed sum.
The deal will expand Merit’s presence in the region and increase assets by approximately $460m.
Planned Futures provides investment management and retirement planning strategies for state employees and mass affluent clients. The firm is led by James Arnold and John Keene, Jr, who will assume new roles at Merit as regional directors and partners.
They will be joined by their team of more than 10 professionals.
