A round-up of people moves and M&A deals across North America
RGT Wealth Advisors
Joe Nolan has been named president of the wealth firm.
He has served RGT for 28 years, most recently serving as the firm’s chief planning officer.
Nolan joined RGT in 1994 following prior career experiences as an accountant with Arthur Anderson and controller with the Dallas Cowboys.
Jeremy Hudson will replace Nolan as RGT’s chief planning officer.
The independent wealth management firm has named Michael Wu as director in investment advisory and will join the family office team.
He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high net worth families.
Allspring Global Investments
The global asset management firm has hired John Kenney as head of strategic initiatives.
Kenney joins Allspring from recent roles as an independent board member of a mutual fund platform and as an external adviser to Boston Consulting Group’s asset and wealth management teams.
KeyBank Wealth Management
Solomon Schmidt has been named executive vice president and Key Private Client national executive.
Most recently, Schmidt served as the head of the central wealth management adviser division for US Bank.
Financial advisers John Patat and Joel Gravina have joined the firm in Naples, Florida.
Operating as Focus Wealth Management of Raymond James, the team includes client service associates Stephen McLaughlin and Morgan Gatlos.
Also, financial adviser California-based Amy Wasser has joined the firm from Edward Jones.
Wasser’s team at Wasser Wealth Management includes client relationship managers Melinda Fairweather and Laura Kurtzer.
The wealth manager is merging its two registered investment adviser (RIA) firms, Benchmark Advisory Services and Kingswood Wealth Advisors under the Kingswood Wealth Advisors (KWA) brand.
Benchmark advisers will continue to be the primary point of contact for their clients while all management and support remain unchanged.
All Benchmark Advisory Services advisors will transition to KWA by the end of Q2 2022.