People

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.”

International Assets Advisory’s Matthew Lampman will work alongside CEO Ed Cofrancesco to run the firm and the platforms for its more than 200 registered representatives.

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size over the past two years to more than 100 professionals.

Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.

The association is mourning former CEO Mahoney, who passed away Saturday, while implementing a planned search process for his successor.

Kailash Duraiswami spent 2 1/2 years as an enterprise architect at Orion Advisor Services after that firm acquired his startup Pantenix in 2021.

When Mallouk took over Creative Planning more than two decades ago, its clients numbered in the dozens. In September, TPG acquired a minority stake in a deal that valued the RIA at $16 billion.