People moves
Axa Investment Managers
Marysol Novo-Capello has joined the firm as key account manager and will be based in Greenwich, Connecticut.
She will focus on onboarding investors and distributors, including wirehouses, independent broker-dealers, registered investment advisers and regional private banks.
Novo-Capello was most recently with Morgan Stanley Wealth Management.
RBC Wealth Management
The private bank has hired 16-person, $1.8bn (£1.41bn, €1.62bn) team to its recently opened office in Green Bay.
The Visionary Wealth Management Team has joined from Merrill Lynch.
With over 200 years of combined industry experience, the Visionary Wealth Management Team includes:
- Michael Busick, managing director – financial adviser – business development strategist;
- Robert Cummings, managing director – financial adviser;
- Richard Vezina, managing director – financial adviser;
- David Tilkens, managing director – financial adviser;
- Mark Capomaccio, senior vice president – financial adviser;
- Robert Pratel, senior vice president – financial adviser;
- Trent Nelson, first vice president – financial adviser;
- Janalee Busick, financial adviser;
- Jacob Cummings, financial adviser;
- Jordan Kawlewski, financial adviser;
- Trevor Skaggs, financial adviser;
- Polly Roeser, senior registered client associate;
- Jamie Englebert, senior registered client associate;
- Carolyn Calaway, client associate;
- Jill Perock, senior registered client associate; and
- Terry Rentmeester, senior registered client associate.
B Riley Wealth Management
The private wealth and investment services firm has hired Mark Kaskey, Jason Beard and Robert Cellucci of MJB Wealth Management Group to join its Devon, Pennsylvania operation.
Operating as MJB Wealth Management Group for more than 16 years, Kaskey, Beard and Cellucci join from Stifel where they managed approximately $270m in client assets.
Kaskey joins as senior vice president and serves as assistant branch manager for the Devon office.
Beard and Cellucci will be senior vice presidents.
Level Four Wealth Management
Brad Wheeler has joined the financial services firm as wealth adviser to its Bowling Green, Kentucky team.
He has spent the last 20 years in financial management and administration at WKU, most recently as assistant vice president of business services and real estate.
Evercore Wealth Management
The US firm has promoted portfolio manager Jonathan Bergner and financial adviser Nancy Gabel to partner.
Prior to joining Evercore Wealth Management in 2012 as a managing director, Bergner led a team of portfolio managers at US Trust.
Gable joined Evercore Wealth Management in 2010 as a managing director and before that ran the estate planning department at US Trust.
