The latest wealth management moves in North America.

Sanctuary Wealth
Sanctuary Wealth, the US-based wealth management group, has brought The Alteri Group into its embrace. The organization was formerly with Merrill Lynch.

Headed by Max Alvis and based in Lufkin, Texas, the team, with assets under management of $460 million, will be joining Sanctuary Wealth through partner firm 6 Degrees Wealth, a joint venture of G Squared Private Wealth led by George Georgiades and Victoria Greene, and Concenture Wealth Advisors led by Robert Gilliland. They are the second team this year to choose independence by affiliating with 6 Degrees on Sanctuary’s platform. 

Max Alvis, who served as the senior resident director of the Lufkin, Texas office, began his career as a financial advisor at Merrill Lynch Wealth Management in 1991. 

Joining Alvis at 6 Degrees Wealth will be the other team members of The Alteri Group, including wealth advisors Will Alvis, Alexis Hudson Pigg as well as registered client associate Jennifer Hansard, and client associates Elisabeth Alvis Kennedy and Viridiana Cruz. Will Alvis spent more than nine years with Merrill Lynch, where he was a senior financial advisor, vice president. He holds the Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor designations. 

Alexis Hudson Pigg, who joined Merrill Lynch Wealth Management in 2012 after earning her bachelor's degree in marketing from Stephen F Austin State University, holds the Chartered Retirement Plans Specialist^SM designation.

The Sanctuary Wealth network includes partner firms in 27 states across the country with approximately $25 billion in assets under advisement. 

EisnerAmper
Eisner Advisory Group, a business advisory arm of US-based consultancy EisnerAmper, has admitted 10 new partners. 

The partners:

Jennifer Cuello
Cuello is a partner in the financial services group, based in the Dallas, Texas, office. She has more than 10 years of experience serving clients in the financial services sector with a focus on private equity, venture capital, fund of funds and hedge funds.

Rebecca De Leon
De Leon is a partner in the financial services and technology groups, based in the San Francisco, California, office. She has more than 10 years of experience in serving broker-dealers, venture capital and private equity funds, registered investment advisors, technology and life science companies, and commercial entities.

Nina Kelleher
Kelleher, who is a partner, leads the risk advisory services practice within EisnerAmper Digital, based in the New York office. She is the national leader of the special purpose acquisition company services practice. She has more than 15 years of experience in internal audit, governance, risk and regulatory compliance services.

Daniel Krauss
Krauss is a partner in the tax group, based in the San Francisco office. He has more than 15 years of experience providing tax controversy, equity compensation planning, QSBS and other taxation services to privately held companies, family offices and high net worth individuals.

Lindsey Layman
Layman is a tax partner in the financial services group, based in the San Francisco office. She has more than 10 years of experience providing tax compliance and planning services to a broad range of asset management clients, including private equity funds, venture capital funds, hedge funds and funds of funds.

Allyson J Milbrod
Milbrod is a tax partner and co-leader of the firm’s National S Corporation tax services team, based in the Iselin, New Jersey, office. She has more than 20 years of experience providing tax compliance and advisory services to closely held businesses, high net worth individuals and multi-generational families across many different industries, with a specialization in professional services firms.

Ling You
You is a tax partner in the real estate service group, based in the San Francisco office. She has nearly 20 years of experience in providing consulting services to real estate PE funds, and management and operating companies. She has deep expertise in fund structuring, exit strategy planning, multi-state apportionment, state and foreign withholdings, composite filings, effectively connected income, and UBTI.

R Charles Waring
Waring is a partner in the assurance and technology control services practice, based in the Philadelphia, office. He has more than 15 years of experience in internal controls, IT risk management, regulatory compliance and third-party assurance/SOC reports. He is also part of the ESG Services leadership team focusing on ESG reporting. 

Steven Bisciello
Bisciello is a partner in the healthcare services group, based in the Iselin, New Jersey, office. He has nearly 25 years of experience in operations, compliance and revenue cycle management within disparate healthcare sectors including but not limited to hospitals, hospital systems, physician groups and homecare organizations.

Sarah Brand
Brand is a partner in the real estate services group, based in the Philadelphia office. She has more 20 years of experience providing accounting services for a variety of real estate clients, including private equity real estate funds, commercial and residential real estate companies, hotels and condominiums.

Raymond James
Financial advisor, Robert Diaz, has joined Raymond James’s independent advisor channel in Alton, Illinois. 

Diaz is joined at Confluence Wealth Management – linked with Raymond James – by practice business manager Jack Hoelscher and client service manager Jennifer Mobley. Together, they offer individuals and institutions strategic investment and wealth management services. Their clients include families, business owners, corporate executives, healthcare professionals and retirees. 

Diaz was previously affiliated with Edward Jones where he managed more than $115 million in client assets.

Mesirow
Chicago-based financial services firm Mesirow, has appointed four new internal directors: Erik Barefield, Robert DeBolt, Jesse Keig, and Ketan Shah.

Barefield, who is senior managing director, head of traditional investment management, is responsible for providing strategic oversight and leadership on all aspects of the traditional investment management platform including competitive positioning, product development, distribution, and collaboration both within and between the businesses. 

DeBolt is chief investment officer, private equity. He leads the investment due diligence team, is a member of the private equity investment committee and is involved in all aspects of the private equity investment process. Prior to joining Mesirow in 2004, DeBolt was a principal with Adams Street Partners.

Jesse Keig is chief financial officer. He leads Mesirow's accounting operations, business accounting, financial reporting and tax, and financial planning and analysis. Prior to becoming CFO, Keig was the firm’s financial controller, responsible for its annual financial statements and tax strategy. Keig has 18 years of experience in accounting and finance. 

Ketan Shah, who joined Mesirow in November 2012, was named general counsel. He leads Mesirow’s legal team and is responsible for overseeing Mesirow’s worldwide legal affairs, including corporate and regulatory matters, mergers and acquisitions, litigation, and other general legal matters.