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Practice Management > Building Your Business > Recruiting

Recruiting Roundup: RBC Wealth Opens New Georgia Branch

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RBC Wealth Management says it has opened a branch office in Augusta, Georgia, as part of its Atlanta complex.

Gray Jackson, formerly of Morgan Stanley, has been recruited to head the office. As senior vice president, financial advisor, Jackson has managed $140 million in assets and produced more than $1 million in yearly fees and commissions, according to RBC.

“Georgia is an important market for RBC Wealth Management as we look to grow in the area, and the opening of the new branch will allow us to better serve the needs of our clients in this market,” Chip Anderson, senior managing director of the Atlanta complex, said in a statement.

Meanwhile, Focus Financial Partners acquired its third international partner firm with the addition of MW Lomax of Melbourne, Australia. Australia is the largest funds management market in Asia Pacific, and broadens Focus’s international presence beyond its relationships with firms in the U.K. and Canada, according to Focus.

Founding partners Nick Maikousis and Jon White have 54 years of combined experience; the two held senior management roles within the financial planning and insurance advisory sectors before establishing MW Lomax.

Over the past 14 years, they have grown the business through a combination of strategic transactions and organic growth. With offices in Melbourne and Sydney, MW Lomax currently has a staff of 55 full-time employees.


The Money Management Institute has elected John Sweeney, executive vice president, retirement and investing strategies at Fidelity Investments, as chairman of its board of governors.

In addition, Matthew Johnson, director of private client sales at Brandes Investment Partners, and Thomas Malone, partner and director of U.S. retail markets for Lord Abbett, were elected to the board.

MMI also announced three other appointments: Roger Paradiso, head of alternative distribution strategies at Legg Mason, was named chairman-elect; Patty Loepker, managing director, head of research directed advisory programs, investment products group at Wells Fargo Advisors, was named treasurer; and Jennifer Abate, managing director at Lazard Asset Management, was appointed secretary.

In addition, the Financial Planning Association has brought in Ron Zwerin as its new chief marketing officer. For the past three years Zwerin was director of marketing and brand communications at EDUCAUSE, an organization that influences strategic IT decisions at every level within higher education. Prior positions included numerous marketing, communications and public relations capacities.

Read the May 4 Recruiting Roundup at ThinkAdvisor.


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