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$600M Merrill Team Joins Syntal Capital Partners: Recruiting

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A team of advisors who previously managed $600 million in client assets at Merrill Lynch’s Private Banking and Investment Group in Dallas left the wirehouse for RIA Syntal Capital Partners, according to an announcement.

The four-person team is led by financial advisor Ben Gordon, who had been at Merrill Lynch since 1994 and specialized in investment strategy design, asset allocation and portfolio construction.

Joining Gordon at Syntal are Laura Blair, senior vice president of client operations; Collin Hart, vice president of investment strategy and research; as well as Risa Kiser, chief of staff for the Dallas market.

“Our decision to combine with Syntal Capital Partners was based around doing right by our clients,” Gordon said in a statement. We have watched [co-founders Dane Crunk and Chad Clary] build out Syntal since their launch in 2012 and have been very impressed with their success as a leading Texas-based independent advisory firm in the energy space. We look forward to working together and leveraging the capabilities available in the independent space.”

With this new addition, Syntal Capital Partners has expanded its team to a total staff of 12.

The firm also expands its geographic footprint in Texas to the Dallas market and broadens its network in the energy space as well as adding numerous additional sectors to its practice.

According to Dane Crunk, managing director and co-founder of Syntal Capital Partners, “energy will remain a critical part of our business; however, with Ben and his team joining Syntal, we have broadened our business and will now serve clients in numerous sectors beyond energy including real estate, consumer goods, technology and finance sectors.”

Janney Nabs Advisor From Morgan Stanley

Janney Montgomery Scott LLC announced that Christopher C. Walkley has joined Janney’s Garden City, New York, branch office.

Walkley, who will be senior vice president of wealth management, comes from Morgan Stanley with $106 million in client assets.

Joining Walkley at Janney is Lauren A. Matus, a private client assistant. Matus was also previously affiliated with Morgan Stanley.

Walkley, a 21-year industry veteran, has a chartered retirement planning counselor designation from the College for Financial Planning and has studied advanced portfolio management at the University of Chicago and leadership development at the Wharton School of Business.

RBC Wealth Management Picks Up Wells Fargo Advisor

RBC Wealth Management recently welcomed Todd Krempasky, senior portfolio manager and financial advisor, to its branch in Brookfield, Wisconsin.

Krempasky, who has more than 32 years of industry experience, joins RBC Wealth Management after seven years with Wells Fargo Advisors and manages $112 million in assets. 

His primary area of focus is personal portfolio manager for high-net-worth individuals. Also joining RBC with Krempasky is Paula McVeigh, senior client associate.

According to Doug Artus, complex director of RBC’s Milwaukee branch, Krempasky “brings a strong industry background and his commitment to placing the needs of clients first makes him a great addition to the firm.” 

RBC Wealth Also Welcomes Group From Janney Montgomery

RBC Wealth Management also recently welcomed the Georgi Barkley Group to its Pittsburgh office.

The team comprises Bruce Georgi, senior vice president and financial advisor, who joins with 32 years of industry experience, and Gerald Barkley, senior vice president and financial advisor, who has 16 years of experience. 

The Georgi Barkley Group, which manages about $205 million in client assets with $1.4 million in production, joins RBC from Janney Montgomery. 

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