The latest senior wealth management executive moves in North America.

Woodmont
Woodmont Investment Counsel has added three senior staff members to the Nashville-based investment management group. 

The arrivals are Joshua A Ireland (joining as chief operating officer), a nuclear engineer with experience of overseeing operations in the investment management industry and at multiple startups; Lindsay A Youngbauer (joining as a senior vice president and wealth advisor), a Certified Financial Planner with a background in financial and estate planning for high net worth individuals; and Grace S Bennett (joining as a senior vice president and wealth advisor), an experienced investment advisor who comes to Woodmont from Investure LLC in Charlottesville, Virginia, where she was an associate and analyst working with large endowments and foundations.

Bennett previously served as a fellow for Gray Matters Capital’s IDEX program, an impact investing enterprise working in an affordable private school serving low income youth in Hyderabad, India. She graduated from the University of Georgia in 2009 with a bachelor of business administration (BBA) in finance. She is a 2020 Level III CFA candidate.

Ireland will focus on leveraging technological tools to increase operational efficiency throughout the business. Before coming to Woodmont, he spent five years as director of strategy and analytics for Covenant Capital Management, a Nashville-based quantitative investment management firm. He graduated from Georgia Institute of Technology in 2008 with a bachelor of science drgree in nuclear and radiological engineering and co-founded an e-commerce startup in Shanghai, China, before moving to finance in 2011.

Youngbauer, will serve Woodmont’s existing client base while also seeking to onboard new clients. Before joining Woodmont, she was a vice president at Diversified Trust in Nashville. She graduated from Kennesaw State University in 2004 with a BBA in finance. She has been a certified financial planner (CFP) since 2018 and earned her retirement income certified professional (RICP) certification from the American College of Financial Services in 2019. 

Woodmont, which was founded in 2000 and has more than $850 million under management, traces its lineage back to two investment management firms, Nashville’s JC Bradford and Chicago’s Stein Roe & Farnham. In 1995, Woodmont’s predecessor firm, Davidson Partners, was founded as a fee-based investment advisor within JC Bradford. 

Raymond James
Raymond James has brought over advisors Mark Albright; Michael Ward; Andrew Dibble; Cole Dimond; Bob Olvera; Reisha Fregoe, and Michael Richards, in Overland Park, Kansas, to its broker/dealer business.

The team operates as Caliber Wealth Management and joins from Ameriprise Financial Services, where the advisors managed more than $350 million in client assets. The advisors are joined by six team members: paraplanner Brent Bloomer, client service manager Linda Daza; client relationship manager Frances Gingles; and administrative assistants Donna Hankins and Katie Manning.