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Who's Moving Where In Wealth Management? – BNY Mellon WM, Participant Capital Advisors, Others
Editorial Staff
February 9, 2022
In The News
The latest senior moves in North American wealth management.
DPL Financial Partners
DPL Financial Partners, a turnkey insurance platform for registered investment advisors, has appointed Tiburon Strategic Advisors and Tiburon CEO Summits founder and managing partner Chip Roame to join its board of directors.
Roame also serves as a member of the board of directors at Edelman Financial Engines, Facet Wealth, Allspring Global Investors, Lefteris Acquisition Corporation, and was formerly vice chairman of Envestnet. He will become the second independent, and fifth overall, member of DPL’s board, joining Lau, David Smilow, and appointees from investors Eldridge and Atlas Merchant Capital.
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