The advisor will guide the firm’s global digital infrastructure platform as it accelerates investments in the next generation of artificial intelligence, data centers and energy.
The acquisition consists of a “significant majority” of the wealth business, including Wealthspire Advisors, Fiducient Advisors and Newport Private Wealth.
The asset manager has appointed its global co-cio to serve as its new president, responsible for developing the firm’s long-term strategy, executing operating plans, delivering investment performance, cultivating client relationships, managing vendor relationships and developing staff.