Who's Moving Where In Wealth Management? - Carson Partners, Sage Mountain Advisors

Editorial Staff

13 April 2021

Carson Partners, Alexander Legacy Private Wealth Management
Alexander Legacy Private Wealth Management, based in Chicago, is joining the Carson Partners network, the latter firm announced yesterday.

Jacqueline Campbell, chief executive and president of Alexander Legacy Private Wealth Management, will retain independent ownership, Carson said.

Campbell has more than 20 years of financial services experience at firms including JP Morgan, Citizen's Bank and Northern Trust.

Sage Mountain Advisors
Sage Mountain Advisors has appointed Russ Allen as director of investment strategy. Allen's responsibilities include risk management, investment research, asset allocation, and manager of due diligence.

Before this appointment, Allen was chief investment officer at Berman Capital Advisors. He was previously the director of investment research for Balentine, senior equity research analyst for GLOBALT Investments, and an intelligence analyst for the National Security Agency. He also serves as an investment committee member for the Community Foundation for Greater Atlanta.