The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
4 of the latest entries match
Sep 24Registrations2 advisors off Brown Advisory’s roster · destinations pending● VERIFIED
Sep 18Registrations2 advisors off Brown Advisory’s roster · destinations pending● VERIFIED
Sep 12Registrations2 advisors off Brown Advisory’s roster · destinations pending● VERIFIED
Sep 8Registrations2 advisors off Brown Advisory’s roster · destinations pending● VERIFIED
From the Moves Desk
Insight Capital Solutions names Allan Umans president of Harbor Capital and Insight Material Handling
Umans, who joined the Irvine, California company in 2019, steps down as general counsel and reports to chief revenue officer Scott Sullivan.
LPL recruits Lakewood Wealth Management's three advisors from Cambridge
The Ann Arbor team reported about $170 million across advisory, brokerage and retirement plan assets.
Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
Nikki Lude and Ciara Stewart leave Commonwealth Financial Services with about $120 million in client assets to launch Heritage Financial & Investment Services in southeastern Ohio.
Kestra Financial adds $550 million Texas planning team as wealth build-out continues
Ecclesiastes Wealth Partners, founded by Shannon Harris, brings about $550 million in client assets and three principals to the Austin broker-dealer.
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