People Moves
Who's Moving Where In Wealth Management? – RBC GAM, Kestra Financial
the latest moves, appointments and personnel changes in the North American wealth management sector.
RBC Global Asset Management has appointed Sarah Rebarber (main photo) as an associate portfolio manager on the BlueBay US fixed income team in Stamford, Connecticut.
Rebarber, whose role is newly created, will serve as an associate portfolio manager for US Investment Grade Corporate Fixed Income.
Prior to this, Rebarber worked at AllianceBernstein where she served as a senior associate portfolio manager on the multi-asset and hedge fund solutions group.
She reports to Andrzej Skiba, head of BlueBay US Fixed Income.
Kestra Financial
Kestra
Financial, a wealth management platform, has welcomed a total
of 26 financial professionals collectively overseeing more than
$2.4 billion in the first three months of 2025, it said
yesterday.
The additions to Kestra Financial and Kestra Private Wealth Services included Brian Menickella, Beacon Financial Services; Nickolas Ellis, Nick Ellis, and Jeff Lewis, EAG Private Wealth Management; Dennis Fesser, Fesser Financial; Scott Fanatico, The Financial Services Center; Amy Dunham, joined Inspired Wealth Planning; Tara Carlson, Magnolia Wealth Partners; Hugo Marrero, Marrero Wealth; Shaun Kimball, Momentum Strategic Wealth; Philip Olstein, Olstein Financial Group; Karl Schwartz, OWL Private Wealth Advisors; Stewart Werner, PlanWell Private Wealth Services; Rebecca Jones, RLJ Wealth Management; Todd Summers, Seasons Wealth; Mike McMeans, Silverling Financial; John Marmion and Shea Marmion, Turas Wealth Partners; John Pettis, Undivided Wealth Management; and Al Varano and Steve Spong, The Varano Spong Financial Group.
Kestra Private Wealth Services is an RIA subsidiary of Kestra Financial. The RIA supports people switching from a wirehouse. Kestra Financial, based in Austin, Texas, is a division of Kestra Holdings. Kestra Financial oversees $142 billion in assets under advisement.
