Dimple Shah will join as Executive Vice President or Corporate Strategy and Iryna Northrip will come onboard as CCO, Investment Strategy, according to the network of independent wealth management firms.
The additions of Pedie Monta and McKennon 'Mac' Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.
James Iannazzo was granted entry into an accelerated rehabilitation program which places him under supervision for one year, after which the charges against him will be dismissed.
The new support platform for underrepresented advisors will offer coaching, model portfolios supported by Vanguard and Alpha Architect, and access to a tech stack that includes Altruist, RightCapital, Envestnet | MoneyGuide and more.