Wells Fargo has appointed Andre Mansour as head of artificial intelligence for its wealth and investment management division, the company announced. Mansoor joins from Google, where he led generic AI initiatives for its capital markets and asset management clients.
In his new role, Mansoor is tasked with overseeing the firm’s advisor-focused AI strategy, enhancing it for client insight and personalization, and partnering across business and enterprise teams to deliver solutions, a spokesperson wrote via email. He will report to Eve Warner, chief product officer.
“Andre’s appointment reflects the firm’s continued commitment to building scalable, advisor-focused AI capabilities,” the spokesperson wrote.
At Google, Mauser was head of capital markets, investment banking and asset management, where he led AI initiatives for the division and worked on platform partnerships, including “integrating machine learning and scalable data infrastructure into complex money and trading platforms,” according to his LinkedIn profile.
Google and other AI-focused companies like OpenAI and Anthropic Making inroads into the financial services sector. Earlier this year, City Wealth introduced City Sky, an artificial intelligence avatar, Powered by Google Cloud and Google DeepMindTo access market insights and financial guidance. The new tool will be available to Citigold customers in a phased manner this summer.
Arcadios Capital names CFO with M&A background
Arcadios Capital, A Atlanta based independent broker/dealerhas appointed Christopher Camp as chief financial officer.
Camp took the job after working in the same position at Miles Mediation & Arbitration, where he oversaw acquisitions and revenue-increasing projects. The CFO position is new at Arcadios, according to a spokesperson.
“Chris is the leader we want to help guide Arcadios’ next chapter,” David Millikan, founder and CEO of Arcadios, said in a statement.
Early in his career, Camp held senior financial leadership roles with companies including Triad Advisors, US Orthopedic Partners, Biota Pharmaceuticals, and Teavana.
the fare arrives shortly after Arcadios announces it has hired Michael Childs A new private wealth platform channel will be launched from Truist Wealth. In the role, Childs is leading the channel that aims to differentiate advisory teams from wirehouses, family offices and private banks.
citywire First a report was given on the appointment of children and the new division.
CFO and EVP of Financial Planning added to Merit
Merit Financial Advisors, the Atlanta-based registered investment advisor with $26 billion in client assets, has appointed Doug Moore as chief financial officer and Sarah Mauser as executive vice president of financial planning.
Moore joins from Edelman Financial Engines, where he served as Head of Finance for more than four years. Mauser makes the jump from Wordens Capital Advisors, where she was a managing director.
At Merritt, Moore will oversee strategic financial operations, including accounting, financial planning and analysis, decision support, and financial data and analysis.
Mauser will focus on expanding the firm’s planning infrastructure, identifying and mentoring the next generation of planning talent, evaluating planning technology and developing career paths for financial planners and advisors.
The firm also launched an Executive Leadership Development Program in partnership with ClientWise, which includes 27 executive leaders and is designed to strengthen collaboration, align leadership, and enable scalability.
Ability, Backed by Constellation Wealth CapitalUnder the direction of CEO Rick Kent and President Lynn Mayhew, the company has been one of the most active RIA acquirers in the region over the past year.
AC Family Office Adds Henry Pizzutello as Partner
Alpha Capital Family Office, a Denver-based RIA that provides outsourced family office services, has added Henry Pizzutello as a partner to lead the firm’s expansion into Texas with offices in The Woodlands and Beaumont.
Pizzutello joins from HFG Wealth Management, where he served as chief investment officer and led portfolio management, and previously served as managing director and lead trader for the Bass Family Office in Fort Worth, Texas.
“Henry brings a broad level of investment expertise from his institutional and hedge fund background,” Timothy Kane, principal of AC Family Office, said in a statement.
The company said it hopes to open a Dallas office later this year.
Bryton Jones opens Cleveland office with Michelle Kotheimer as lead advisor
RIA announced May 19 that Seattle-based $30 billion asset management firm Brighton Jones has expanded into Ohio with a new Cleveland office, which will be overseen by Michelle Kotheimer, who will serve as chief advisor.
Kotheimer joins from Independence Wealth Advisors, where he served as a senior financial planner and has worked with over 350 families throughout his career. In his new role, he will act as the personal Chief Financial Officer for clients, managing their investments, tax and estate plans, philanthropic efforts and wealth strategies.
Cleveland is the sixth new office for Brighton Jones in the past two years, according to the company. it Expanded to Atlanta, Georgiaabout a year ago.
Next, RIA intends to expand into Detroit; Fort Lauderdale, Florida; Raleigh-Durham, NC; salt Lake City; San Diego; St. Louis and Stamford, Conn., the company said, and is trying to bring consultants to those areas.