People Moves

Who's Moving Where In Wealth Management? - Baird, Raymond James, RBC Wealth Management

Editorial Staff 19 September 2017

Who's Moving Where In Wealth Management? - Baird, Raymond James, RBC Wealth Management

The latest moves in wealth management across North America.

Baird

Baird, an employee-owned wealth management firm, has appointed three new members to its private wealth management business in Chicago, Tennessee and Indianapolis, the firm said in a statement.

Thomas Marchal has joined the firm's Chicago office as director, Ken Williams has been appointed senior vice president of the Nashville office and Burton Street has been appointed senior vice president and branch manager of its Indianapolis operation. 
 
Baird’s Private Wealth Management business encompasses approximately 880 financial advisors serving clients through 88 locations in 29 states, and has client assets of $117 billion.

Raymond James

A wealth management team that has $1.4 million in production has joined Raymond James in New Orleans. 

Leonard Alsfeld, Leo Barros, Chris McLaughlin and Jannie Markey have joined the firm from FBT Investments, where they previously managed around $240 million in client assets.

The team operates as AGESS Wealth Advisors of Raymond James., and operate from Raymond James' New Orleans branch, which is part of the South Louisiana complex managed by Jude Huval. 

RBC Wealth Management

RBC Wealth Management has hired Swinn Toll Wealth Management Group to join its Las Vegas branch, the firm said in a statement.

The Swinn Toll Wealth Management Group is comprised of financial advisors Cason Swinn, Daniel Toll and Tahirih Toll, as well as Laura Moulin, senior registered client associate, and Ana Bergevin, registered client associate. The team manages $350 million in assets.

Swinn joins RBC with ten years of industry experience. Daniel Toll also joins the firm with ten years' experience, and Tahirih Toll has eleven years' experience.

The firm has been bolstering its operations across the US with a number of hires.

Capgemini
Capgemini, a technology, consulting and outsourcing services firm, has appointed Ziad Chammaa and Ferreol de Naurois to its capital markets operation, the firm said in a statement.

Chammaa and de Naurois were both the former founders of Iridium Consulting, a provider of consulting and technology expertise for financial institutions with a unique focus on capital markets.

Capgemini’s financial services business offers global banks and capital markets firms technology solutions.

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