This week in personnel announcements and new hires, John Stadtler and James Flanagan moved up at PwC US; Waddell & Reed Financial Advisors opened a new office; Mariner Holdings announced the launch of Mariner Retirement Advisors; and Charles Daguerre Alvaré joined EP Wealth Advisors.
Also, Roger Bridges, Andre Severino and John Vail moved up at Nikko Asset Management; NASDAQ announced several appointments; Alma Piscitello joined Northern Lights; and U.S. Bank welcomed Jack Frencho.
Waddell & Reed Open New Office
Waddell & Reed Financial Advisors announced the opening of its new office in Kansas City, Missouri. The firm plans to add approximately 15 new financial advisors and related support staff at the new location.
With offices across the country, the firm is headquartered in Overland Park, Kansas.
Stadtler, Flanagan Take New Roles at PwC US
PwC US announced that John Stadtler has succeeded James Flanagan as leader of the firm’s U.S. financial services industry practice. Flanagan has been named vice chair of PwC’s east region.
Stadtler, who has served PwC clients domestically and internationally for the past 26 years, joined in 1988 and has been a partner since 1999.
Mariner Holdings Launches Mariner Retirement Advisors
Mariner Holdings has announced the launch of Mariner Retirement Advisors to provide 401(k) advisory services to plan sponsors.
The new firm consists of Mariner Wealth Advisors’ existing 401(k) practice, joined by David Stofer, Mark Nothnagel and their team, formerly of SageView Advisory Group.
EP Wealth Advisors Adds Alvaré
EP Wealth Advisors announced that Charles Daguerre Alvaré has joined as a vice president and financial advisor.
Alvaré began in financial services as an advisor at Merrill Lynch in Beverly Hills in 2005. He previously taught international relations and political science at Los Angeles City College and Santa Monica College. Immediately prior to joining EP Wealth, Alvaré was a financial advisor at UBS in Century City for six and a half years.
Nikko Asset Management Advances Three