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Est. 2026Moves · Money · ManagementNew York

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Moves

People Moves: TradePMR Tech Executive Jon Patullo Jumps to Hybrid RIA

By Diana Britton, Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

In addition, Voya’s CIO is to depart in November, industry vet Larry Roth joins the board of AI-driven advisor intelligence firm Wealthstream, and Alaris hires a buyer strategist from SageView.

Summary as published by WealthManagement.com
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