At a glance
- Gina Cheves, a partner who serves as the practice's director of operations, and Kristina Paul, a client service associate, moved with him.
- The practice serves business owners, pre-retirees, retirees and multigenerational families, plus a set of clients whose wealth is tied to agriculture and energy.
- Geist was previously affiliated with Edward Jones, according to his BrokerCheck record with FINRA.
&Partners added a three-person practice in Seminole, Oklahoma, led by Brian Geist, and the practice reported $323 million in pre-hire assets under management. Gina Cheves, a partner who serves as the practice's director of operations, and Kristina Paul, a client service associate, moved with him.
Stonemere Wealth is the 131st advisor practice to join &Partners, which reports $65 billion in assets as of the end of the third quarter. The practice serves business owners, pre-retirees, retirees and multigenerational families, plus a set of clients whose wealth is tied to agriculture and energy.
Geist was previously affiliated with Edward Jones, according to his BrokerCheck record with FINRA. The $323 million practice is roughly 0.5% of &Partners' $65 billion in assets.
EP Wealth Advisors hired Seth Davis as a partner and senior wealth advisor in Denver, where his practice focuses on entertainers and corporate executives.
Davis joins from Curi RMB Capital, according to his IAPD record with the SEC. EP Wealth said he has held leadership roles in wealth management, helped set financial planning standards, mentored junior advisors and associates, and helped build a service for younger investors who are still accumulating wealth.
"Seth brings the combination of deep planning expertise, leadership experience and commitment to clients that aligns well with how we continue to build EP Wealth," said Ryan Parker, the firm's chairman and chief executive. "We're excited to welcome him to the firm and to continue strengthening our presence in Denver."
The Torrance, California-based fee-only RIA manages more than $50.4 billion across more than 65 offices in 23 states.
Last month EP Wealth hired John McConnell as chief financial officer and promoted Erin Voisin to chief client solutions officer.
Ballast Rock Private Wealth brought on Deann Cross as a senior wealth advisor to build out its multigenerational offering. Cross brings nearly 30 years of experience across financial services, investment management and private wealth advisory, according to the report.
Reported by the Moves desk from InvestmentNews and PWD entity records. Published . Corrections