The Mather Group
The wealth management firm has hired Stuart Evans as chief compliance officer.
Most recently, he was chief compliance officer for Cerity Partners.
The US advice firm has appointed Josh Gully as a managing director.
Prior to joining NewEdge Wealth, he was a managing director and private wealth adviser at Morgan Stanley.
Sage Mountain Advisors
The wealth management firm has appointed Tim Byerly as wealth adviser.
Previously, Byerly served as senior vice president at Angel Oak Capital Advisors, an alternative credit investment management firm.
RBC Wealth Management
An adviser team from First Republic has joined the firm in Newport Beach.
The Todd Halbrook and Adam MacDonald Wealth Management Group includes:
- Todd Halbrook, managing director and financial adviser;
- Adam MacDonald, managing director and financial adviser;
- Vince Lovoy, managing director and financial adviser;
- Christie Gregg, senior financial associate; and
- Parker Howard, senior client associate.
Financial adviser William Anderson has joined the wealth firm.
As owner of SW Anderson Financial in Salt Lake City, Utah, Anderson is joined by office manager Emily Rodarte.
Anderson was previously affiliated with Edward Jones.