The latest moves in wealth management across North America.

Dynasty Financial Partners
US-based Dynasty Financial Partners has appointed CJM Wealth Management to the Dynasty network of advisory firms.  Based in Deer Park, New York, CJM Wealth Management is an independent RIA managing in excess of $400 million in client assets.
 
Chief executive and advisor, Charles Massimo, founded CJM Wealth Management 15 years ago.  Prior to CJM Wealth Management, Massimo held positions at Merrill Lynch, Citigroup Global Markets and Royal Alliance. He began his career in 1987 at Shearson Lehman Brothers.
 
In 2005, Peter Anastasian joined CJM Wealth Management as managing director and financial advisor from Smith Barney.  Anastasian specializes in wealth management, asset protection and tax minimization strategies for affluent individuals and closely held businesses. 

In addition to Massimo and Anastasian, CJM Wealth has three other members, Diane Peters, director of client services, Mary Cusumano, client planning specialist, and Donna Herrera, director of client operations.

Northern Trust
Global financial services firm Northern Trust has appointed Hunter Payne as regional wealth advisor in the Naples, Florida office.

Payne, in collaboration with regional client service teams, will provide wealth planning solutions for ultra-high net worth clients in the Southwest Florida region.

He has over 20 years of tax and wealth planning experience. Most recently, he served as a managing member, general counsel, and head of wealth planning services for Harbour Capital Advisors, a multi-family office and investment advisory firm.