People

Martin Marron, who had led the international private bank since 2021, has been named head of wealth-management solutions.

Dallas-based Fortis Wealth Advisors will use Goldman Sachs for custody.

Daniel Lee and Dylan Kremer join IEQ as managing directors and have roots at First Republic, the bank IEQ’s founders walked out of in 2019.

Chief Digital Officer Pete Clemson and Melissa Lamarche, senior vice president of advisor relations, are leaving the organization.

The seven advisors making up the team are joining Raymond James’ employee advisor channel.

Terramar Wealth leaves SagePoint, one of the b/ds consolidated into Osaic, after 22 years with the firm.

Gwen Weithaus will join as chief compliance officer for one of Cetera’s network of four independent firms and will report to Cetera Chief Risk Officer Joseph Neary.

Focus partner SCS has tapped Lane MacDonald, the former head of Fidelity’s family office, while Certuity appoints Scott Welch, Dynasty’s former CIO.

The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.