Advisor Intelligence

Advisors on the Move: One By One

  • Janney Montgomery Scott brought onboard a new senior vice president/complex manager for the firm’s Maine and New Hampshire complex on Tuesday. Joining Janney from RBC Wealth Management, Peter Price will work out of the firm’s Boston, Mass. Branch office.
  • Wedbush Securities nabbed Mark Heiden for its Private Client Services Group from Morgan Stanley on Wednesday. Along with his four decades of experience, Heiden brought his son Devin Heiden, a financial advisor, and two client service associates over to Wedbush as well. 

  • Inland Real Estate Investment Corp.’s managing broker-dealer lured Brian Conlon, 55, out of retirement, announcing Tuesday the industry veteran will serve as CEO of Inland Securities Corp. From his base in Atlanta, Conlon, will oversee the public and private capital raising activities of ISC through a national team of internal and external wholesalers.  
  • Virginia-based Cardinal Bank’s wealth management services unit has a new leader— William T. “Bill” Mundy has been promoted to oversee the division as its new executive managing director. Mundy, who joined Cardinal in 2010, will focus on business development strategies and manage the bank’s Wealth Services and Commercial Services Executive teams.
  • Evercore Wealth Management scored a new partner and wealth advisor in New York on Tuesday. Jewelle Bickford joined the firm from GenSpring Family Offices, where she served as a senior strategist, as well as leading that company’s focus on women and wealth. Prior to serving with GenSpring, Bickford was a global partner with Rothschild Group after merging her investment banking firm, Bickford & Partners Inc., into the company in 1994.
  • Michigan-based Telemus Capital Partners became the third Midwest firm to join Focus Financial Partners on Monday.  Founded by former Merrill Lynch and UBS Financial Services executives Gary Ran, Bob Stone, and Lyle Wolberg in 2005, the firm manages $2.2 billion in client assets. All three advisors will continue to lead the firm, which has almost 600 clients nationwide. In addition to Ran, Stone and Wolberg, Mary Bakhaus and Joshua S. Levine are partners at the 10-advisor firm.
  • UBS snagged an institutional consultant from Morgan Stanley, the firm announced Monday. CIMA and CRPS-certified Bruce G. Lanser—who oversaw $600 million in client assets and had a production of $1.1 million while at Morgan Stanley—joins UBS with his wife and partner, Bernadette T. Lanser. A 30-year veteran, Bruce Lanser will work with branch manager Mike Kelly in Brookfield, Wis. And complex director Steve Meadows in Northbrook, Ill. According to the firm, he will focus on helping plan sponsors optimize their retirement plans.
  • In addition to Lanser’s arrival, the firm also picked up Jonathan Brooks on Wednesday as a sales director to support new business development initiatives. In his new role, Brooks will focus on driving corporate client sales with key prospects in collaboration with Corporate Employee Financial Services (CEFS) advisors.
  • National retirement consultant firm Retirement Benefits Group recently added Fred Hamsayeh to its Riverside, Calif. office from Aegis Financial Group.  An investment advisory representative and a 401(k) expert, Hamsayeh also serves as a retirement plan consultant for RBG and serves corporate and individual clients throughout the Western U.S., the firm said Thursday. 

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Diana Britton is the Managing Editor of WealthManagement.com and REP. Magazine, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in...

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