The latest moves in wealth management across North America.

Rockefeller
Rockefeller Capital Management has appointed former Bank of America Merrill Lynch senior figure R Mitchell Theiss as vice chairman of the Rockefeller Strategic Advisory side of the business. 

Theiss has worked in investment banking for more than three decades. He worked at BoA Merrill Lynch for 19 years, most recently was chairman of global industrials. Before that, he worked for about 10 years at Goldman Sachs. He gained an MBA from The Wharton School at the University of Pennsylvania.

Earlier this year, Rockefeller announced that Mark Patterson and Brian Henderson had joined as senior advisors to strategic advisory. A year ago, Rockefeller Financial Services, alongside banking and investment veteran (ex-Morgan Stanley) Greg Fleming, announced that it was launching Rockefeller Capital Management. The new organization will concentrate on wealth management, asset management and strategic advisory. Fleming was president of Morgan Stanley Wealth and Asset Management and, before that, the president of Merrill Lynch. Viking Global Investors LP is backing RCM through an investment by one of its investment funds.

RBC
RBC Wealth Management has brought in a number of individuals from across the US.

In Seattle, RBC Wealth Management, part of Royal Bank of Canada, named Michael Foody as senior vice president and financial advisor. He has more than 30 years of industry experience and oversees about $120 million in client assets and comes from Wells Fargo Advisors. 

In Syracuse, the firm brought in a team at Buchan Wealth Management Group, led by Grady Buchan, managing director, financial advisor, who has 21 years of industry experience. Katie Ansonia, senior financial associate, is also part of the team. The team manages about $195 million in assets and joins from Wells Fargo.

Finally, in Denver, Chris Coburn, a financial advisor, rejoins RBC from Baird. He has worked in the sector for 28 years and manages about $150 million in client assets.