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Moves

People Moves: FPA Taps Sequoia Advisor as 2027 President-Elect

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

In other moves, Integrated Partners hires three and promotes one, 401(k) finder Capitalize names a wealth director, and Beacon Trust adds a growth lead.

Summary as published by WealthManagement.com
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