Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.
The former Fidelity and Bluespring exec will serve on the board of directors at Parallel Advisors, a San Francisco-based RIA backed by private equity firm Golden Gate Capital.
A growing number of financial elites are throwing their weight behind Trump, who was found guilty in the first criminal trial of a former US president.
Adam and Eleanor Weinstock are joining SLK Private Wealth. The move comes two years after a group of Wells Fargo employees left the wirehouse to form the firm.
FSI Wealth Management, a San Diego, Calif.-based team with $215 million in assets, is joining LPL from Securities America, in the wake of Osaic's integration and rebranding efforts.
Spain & Smith Wealth Advisors will be led by veteran Henry “Hank” Spain, who was most recently with Carnegie Investment Counsel. He’s joined by Dayna Smith, who comes from Frank Legan Advisors at Cedar Brook Group, an RIA affiliated with Cadaret...