Craig Young, one of the youngest members of Andy Sieg's executive leadership team at Merrill Lynch, is charged with ensuring all 14,000 of the Thundering Herd are working toward the same goals.
The individuals set to make an impact on wealth management in 2021.
Katherine Jollon Colsher will succeed Janet Cowell as head of the organization, which works to ensure that 30% of investable capital will be managed by women by 2030.
Forest Williams Jr. of The Opus Group of Virginia specializes in asset management and retirement income planning, and will join the firm from MML Investors Services.
When a client lives beyond their means, it creates nothing but headaches for the executor of their estate.
Creative Planning's Peter Mallouk made his first-ever conference appearance at Wealth/Stack in 2019.
Wealth Enhancement Group acquired its third New York office.
Shih is moving into the role of executive chairperson; COO Mike Boese is taking over as CEO.
Matthew Clason cultivated a personal relationship with the client, who considered him 'a good friend.'
The trio of advisors and additional staff will join the firm's employee advisor channel from UBS and will be headquartered in Kansas City.
