AMP - Leadership updates

Russell Austin joins the independent channel of Ameriprise from Edward Jones Private wealth advisor Russell Austin recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Edward Jones in Spartanburg, S.C., where he managed more than $120 million in client assets. His practice, Freedom Ridge Private Wealth, includes client relationship manager Pamela Jones. Austin chose Ameriprise for greater independence and a culture that supports long-term growth. After evaluating multiple firms, the combination of advanced technology and AI capabilities, along with the opportunity to build his own practice with the support of a leading wealth management firm, set Ameripr

The father-son team joins the branch channel of Ameriprise from Thrivent Investment Management Pattern Wealth, a private wealth advisory practice, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from Thrivent Investment Management, Inc. with $160 million in client assets. The practice, located in Wayzata, Minn., is led by private wealth advisor Jeremy Jackson and includes his father, financial advisor Dave Jackson, and client service associate Erika Holland. The team, which brings decades of combined industry experience, chose to join Ameriprise to enhance their client experience and align with a firm that supports long-term growth through advanced capabiliti

William Davies to retire in summer 2026 after 33 years with the firm Columbia Threadneedle Investments, the global asset management group of Ameriprise Financial (NYSE:AMP), today announced that William Davies, global chief investment officer, has decided to retire after 33 years of distinguished service to the firm and its clients. Mr. Davies' retirement will be effective on June 30, 2026. William F. "Ted" Truscott, chief executive officer of Columbia Threadneedle, will act as interim global chief investment officer from July 1, 2026 until the appointment of a successor to Mr. Davies, providing leadership and oversight of the investment function. Mr. Davies joined a Columbia Threadne

Pinnacle Wealth Management joins the independent channel of Ameriprise from LPL Financial Financial advisory practice Pinnacle Wealth Management recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from LPL Financial with more than $110 million in assets. The practice, based in Lafayette, La, is led by private wealth advisor Vincent Lauer, and includes financial advisor Hank Morvant and support staff member Emily Currier. The team, who has more than 55 combined years of industry experience, chose to join Ameriprise to elevate the client experience and improve operational efficiency through the firm's advanced technology and service offerings. "Ameriprise of

Ameriprise welcomes Loveday Caruso Wealth Management Group from LPL Financial Financial advisory practice Loveday Caruso Wealth Management Group recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from LPL Financial with $120 million in assets. The practice, based in Littleton, Colo., is led by private wealth advisor Sean Loveday, ChFC®, CLU®, and includes financial advisor Sarah Caruso and administrative assistant Lori O'Halloran. The team's decision to join Ameriprise was driven by their commitment to enhancing the client experience and improving operational efficiency. Loveday outlined several key reasons for making the move: Client-Centered Technology

The advisors join Kuttin Wealth Management, a well-established Ameriprise team led by private wealth advisor Jon Kuttin Ameriprise Financial, Inc. (NYSE:AMP) recently welcomed four experienced financial advisors who collectively manage nearly $300 million in client assets. The advisors have joined Kuttin Wealth Management, a well-established team within Ameriprise's independent channel led by Barron's Hall of Fame advisor Jon Kuttin, CRPC™, AAMS®, AWMA®, CMFC™, CRPS™, APMA®. Kevin Kitt Joins from UBS Financial Services Financial advisor Kevin Kitt, CFP® who manages more than $110 million in client assets, has joined the practice in Westhampton Beach, N.Y. from UBS Financial Services. For

Ameriprise Financial, Inc. (NYSE:AMP) today announced that Ms. Liane J. Pelletier has been appointed to its board of directors, effective November 12, 2025. Ms. Pelletier served as the chairwoman, chief executive officer and president of Alaska Communications Systems Group, a telecommunications and technology services provider, from 2003 to 2011. She also served as senior vice president for corporate strategy and business development for Sprint Corporation. Ms. Pelletier has deep experience in corporate governance having held several public company directorships in highly regulated industries. She is currently a director for Expeditors International of Washington, Inc. (NYSE:EXPD) where

Roy LeBlanc joins Azalea Wealth Management, an established Ameriprise practice led by Private Wealth Advisor David McKean Jr. Financial advisor Roy LeBlanc recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Wells Fargo Clearing Services, LLC where he managed over $100 million in client assets. He joined an established Ameriprise practice, Azalea Wealth Management, in Mobile, Ala., led by Private Wealth Advisor David McKean Jr., APMA®. The move marks a professional reunion for LeBlanc and McKean, who worked together for several years at their previous firm. LeBlanc shared that the decision to join Ameriprise was driven by a desire to align with a firm a

The company's annual match campaign will help provide 5 million meals* to families and individuals experiencing hunger For the 14th consecutive year, Ameriprise Financial, Inc. (NYSE:AMP) will match donations to Feeding America® (up to $250,000) to help the more than 47 million people, including 13 million children, in the U.S. who lack consistent access to food. With the Ameriprise match, each dollar donated through October 31 will help provide 20 meals* to families and individuals experiencing food insecurity. Participation is easy and open to the public: visit www.feedingamerica.org/ameriprise to give online. "Millions of people across the country face daily challenges accessing esse

Advisors cite personalized support and growth-focused resources at Ameriprise as key factors in their decisions to join Ameriprise Financial, Inc. (NYSE:AMP) recently welcomed two financial advisors to its independent channel with more than $150 million in combined client assets from Commonwealth Financial Network. Chris Theis, CKA®, FPQP®, based in Millsboro, Delaware, and Michael Thomas, based in Hamilton, Montana, separately made the decision to join Ameriprise following Commonwealth's acquisition by LPL Financial. The additions underscore Ameriprise's continued momentum in attracting talented advisors amid industry transitions. Theis joins Ameriprise for greater support and boutique

Vince Abio joins S&T Financial Services, a financial advisory practice within the Ameriprise Financial Institutions Group Ameriprise Financial, Inc. (NYSE:AMP) announced today that financial advisor Vince Abio has joined S&T Financial Services, a financial advisory practice within the Ameriprise Financial Institutions Group (AFIG) located in Chester, Pa. The 28-year industry veteran was previously with Merrill Lynch where he managed more than $120 million in client assets. Abio chose to join Ameriprise and S&T Financial Services, which provides advice and investment services to S&T Bank clients in Pennsylvania and Ohio, after relocating to the East Coast with his wife. The move gave him

The father-son, father-daughter team joins Q5 Wealth Management, an established Ameriprise practice Financial advisors Chuck Heare, Ross Heare, CFP®, Tommy Goth and Jennifer Goth-Castillo, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from UBS Financial Services, Inc. in Beaumont, Texas managing over $480 million in client assets. The team – comprised of father-son and father-daughter duos – was formerly known as Goth Heare Wealth Management Group. They join Q5 Wealth Management, an established Ameriprise practice led by managing partners Omar Bitar, Jeremy Saba, Mike Persia, Ed Persia, APMA™, and Brad Klein. Q5 transitioned their practice from UBS to Am

Ameriprise Financial, Inc. (NYSE:AMP) today announced that Ms. Glynis A. Bryan has been appointed to its board of directors, effective March 1, 2025. Ms. Bryan served as the chief financial officer of Insight Enterprises Inc. (NASDAQ:NSIT), a global software and technology solutions integrator, from 2007 through 2024. Prior to joining Insight, she served as the executive vice president and chief financial officer of Swift Transportation, Co. and as chief financial officer of APL Logistics. Ms. Bryan also held senior finance roles at Ryder Systems, Inc. Ms. Bryan serves as a director of Pinnacle West Capital Corporation and Wesco International, Inc., and she is a former director of Pentair

Scott Guptill, CFA was seeking to elevate his client experience and found the right fit with Q5 Wealth Management, a top team with Ameriprise Q5 Wealth Management, a team of five financial advisors managing $1.5 billion in client assets in Houston and Beaumont, Texas, recently expanded with the addition of financial advisor Scott Guptill, CFA. Q5 joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) in August 2024 after a successful transition from UBS Financial Services, Inc. with a desire to significantly grow their practice by leveraging the sophisticated resources at Ameriprise. Less than three months later, the team is capitalizing on the opportunities at Ameriprise

The company's annual match campaign will help provide 5 million meals* to families and individuals experiencing hunger For the 13th consecutive year, Ameriprise Financial, Inc. (NYSE:AMP) will match donations to Feeding America® (up to $250,000) to help the more than 47 million people, including 14 million children, in the U.S. who lack consistent access to food. With the Ameriprise match, each dollar donated through October 31 will help provide 20 meals* (double the standard donation) to families and individuals experiencing food insecurity. Participation is easy and open to the public: visit www.feedingamerica.org/ameriprise to give online. "Despite inflation coming down across several

The team of five financial advisors say their high-net-worth clients will benefit from Ameriprise's innovative and fully integrated digital capabilities Q5 Wealth Management, a financial advisory team managing $1.5 billion in client assets in Beaumont and Houston, Texas, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from UBS Financial Services, Inc. Financial advisors Omar Bitar, Jeremy Saba, Mike Persia, Ed Persia, and Brad Klein conducted an extensive search for a new broker-dealer and chose Ameriprise for the firm's robust resources to elevate their high-net-worth clients' experience and significantly scale their practice. Specifically, the advisors w

Monumental Financial Planning says they are "excited to leverage Ameriprise's vast resources and industry-leading solutions to serve clients more comprehensively" Private Wealth Advisor John Cortale recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from LPL Financial in Washington D.C. with $250 million in client assets. Cortale's practice operates under the name Monumental Financial Planning (formerly The Cortale Group) and includes financial advisors John Martin Moran and Nina Kamrani, client service manager Adam Mirza and client service coordinator Omaid Omar. Cortale and team joined Ameriprise for enhanced financial planning capabilities, greater firm

Financial advisor Joe Chairez says the client-centric and supportive culture drew him to Ameriprise Financial advisor Joe Chairez MBA, CFP®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from J.P. Morgan Securities with $105 million in assets in Dallas, Texas. Reflecting on his decision to join Ameriprise, Chairez said, "I was drawn to the capabilities Ameriprise offers that will help me deliver an even greater experience to my clients. Ameriprise has an impressive track record for client satisfaction and I'm excited to tap into the power of the firm's technology and resources to take my service model to the next level." Chairez has been impressed by the

Registration now open for February 22 event As part of its commitment to being the firm of choice for women financial advisors, Ameriprise Financial (NYSE:AMP) is hosting events aimed at attracting more women into careers in the financial services industry. Ameriprise "Career Compass" events are designed to help women with varying levels of experience explore a career as financial advisors or consider other rewarding positions that can help clients secure their financial future. Women who are seeking to make a career change or re-enter the workforce after time away are invited to join. Recent or soon-to-be college graduates interested in learning more about available careers are also enco

The team of Pacific Crest Planning says they are excited to be at a firm that "shares and supports our goals and aspirations for growth" Pacific Crest Planning, a wealth management practice managing over $525 million in client assets, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from RBC Capital Markets, LLC in Kennewick, Wash. Private wealth advisor Ryan Sullivan CFP®, CLU®, ChFC® leads the team, which includes private wealth advisor Kyle Blodgett, CFP®, financial advisors Niles Gale and Landra Macy, and four support staff members. Pacific Crest Planning chose Ameriprise Financial for the opportunity to be independent and align with a client-focused

Financial Advisor Lance Lively says he's made large upgrades to his service model and practice with the firm's tools and capabilities Financial advisor Lance Lively, AAMS™, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Edward Jones in Sand Springs, Oklahoma with nearly $130 million in client assets. "Ameriprise stood out because of their focus on helping advisors provide the best service possible to clients," shared Lively. "The outstanding technology, financial planning capabilities, investment lineup and ease of doing business at the firm have allowed us to make huge upgrades to our client service model and practice." Lively's goal is to g

Roberto Vargas joins Centennial Financial Services, a financial advisory practice within the Ameriprise Financial Institutions Group Ameriprise Financial, Inc. (NYSE:AMP) announced today that financial advisor Roberto Vargas has moved his practice from J.P. Morgan Securities, Inc. where he managed over $100 million in client assets. Vargas chose to join Centennial Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC within the Ameriprise Financial Institutions Group (AFIG) in Jupiter, Florida which provides advice and investment services to Centennial Bank branches in Florida, Arkansas, New York, and Alabama. The 19-year industry veteran became interes

Former LPL advisor Bill Peacock says he "wishes he would have met with Ameriprise sooner" Financial advisor Bill Peacock, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from LPL Financial in San Angelo, Texas with more than $110 million in client assets. Peacock wanted to join a firm that offers an elevated level of service for advisors. "Ameriprise offers the best of both worlds – the opportunity to operate independently, while receiving a level of personalized service that we were previously missing," said Peacock. When searching for a new firm, Peacock spoke to several broker-dealers before reaching out to Ameriprise. "As soon as I learned abou

Advisor says his transition to Ameriprise "could not have gone better" Financial advisor Bruce Kunkle MBA, CFP®, RICP®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from Wells Fargo with over $100 million in assets in Conshohocken, Pennsylvania. Kunkle joined Ameriprise for comprehensive financial solutions and growth opportunities. "As a Certified Financial Planner, I was impressed by the firm's focus on comprehensive planning and the resources to help advisors foster meaningful client relationships," said Kunkle. "The wide range of tailored tools and coaching programs will help me grow organically." Kunkle was also drawn to the opportunities for inorga

F. Pat Cunnane left LPL Financial to join Fidant Wealth Partners, an established Ameriprise practice Financial advisor F. Pat Cunnane, CIMA®, MBA, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from LPL Financial's Cleveland-based Masters Consulting Group where he managed approximately $733 million in client assets. Cunnane joined Fidant Wealth Partners, an established Ameriprise practice led by Ameriprise private wealth advisor Doug Kisker, CRPC™, APMA™, BFA, with offices in Cincinnati, OH, Cleveland, OH and Crestview Hills, KY. Cunnane wanted to join a team that would complement his business and a firm with the infrastructure and programs to support h

Ameriprise Financial, Inc. (NYSE:AMP) today announced it was named a 2024 Military Friendly® Employer by VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the tenth consecutive year Ameriprise has earned the distinction in recognition of its commitment to creating meaningful career paths, community outreach, brand enthusiasm and enduring partnerships with the military community. "We understand and appreciate the value veterans bring to the workplace, including their leadership, passion for service, dependability and teamwork," said Kelli Hunter Petruzillo, Executive Vice President, Human Resources at Ameriprise. "We're pr

Nicole Boulais left Raymond James to join The McCulla Group, an established Ameriprise practice led by Ameriprise advisor Matthew McCulla Financial advisor Nicole Boulais, AAMS®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Raymond James where she managed $170 million in client assets. Boulais joined an established Ameriprise practice, The McCulla Group, in Pella, Iowa, which is led by Ameriprise private wealth advisor Matthew McCulla, CFP®. Boulais and McCulla were originally introduced through a mutual friend. When Boulais decided to pursue a new broker-dealer, she reached out to McCulla to learn more about Ameriprise and his practice. "I wan

Ameriprise Financial, Inc. (NYSE:AMP) today announced that Mr. Armando Pimentel, Jr. has been appointed to its board of directors, effective as of September 15, 2022. Mr. Pimentel served as president and chief executive officer of NextEra Energy Resources, a subsidiary of NextEra Energy, Inc., a leading provider of sustainable energy generation. He also served as executive vice president, finance and chief financial officer of NextEra Energy and was a member of the board of NextEra Energy Partners, L.P. Prior to joining NextEra Energy, Mr. Pimentel was a partner at Deloitte & Touche and an accounting fellow with the Office of the Chief Accountant of the U.S. Securities and Exchange Commiss

Planned succession follows appointment of William Davies as Global CIO Columbia Threadneedle Investments today announced that, as part of a planned transition, Melda Mergen, Deputy Global Head of Equities, will succeed William Davies as Global Head of Equities on October 1, 2021. As previously announced, Mr. Davies will assume the role of Global Chief Investment Officer in January 2022 when current Global CIO Colin Moore retires from the firm. Ms. Mergen will continue to report to Mr. Davies when she assumes her new role. Ms. Mergen has made significant contributions to the firm in research, portfolio management and investment oversight roles since joining a predecessor firm to Columbia

Colin Moore to retire as Global CIO, William Davies, current EMEA CIO and Global Head of Equities, to assume Global CIO role in January 2022 Columbia Threadneedle Investments, a leading global asset manager, today announced the retirement of Colin Moore from Columbia Threadneedle as global chief investment officer after nearly 20 years at the firm. Consistent with the company's long-standing succession planning, William Davies, currently EMEA CIO and global head of equities, will become global CIO upon Mr. Moore's retirement in January 2022. Mr. Moore has played a key role in shaping Columbia Threadneedle's global investment capability, including its well-established and highly successful

HOUSTON--(BUSINESS WIRE)--Lionstone Investments today announced the appointment of Bryan Sanchez as its next Chief Executive Officer, effective June 1, 2021. Mr. Sanchez, currently the firm’s Chief Investment Officer, will succeed Jane Page, who joined Lionstone in 2012 and became CEO in 2014. Ms. Page will remain with the firm as Chairman to help ensure a smooth transition of operational and organizational leadership. Mr. Sanchez will join Ms. Page in reporting to Ted Truscott, Chief Executive Officer of Columbia Threadneedle Investments, Lionstone’s parent company. This transition is the result of long-term succession planning that started in 2014 after Ms. Page assumed leadershi