Aprio, an Atlanta-based business, advisory and accounting firm, has expanded the leadership team within Aprio Wealth Management, its RIA subsidiary.
Aprio Wealth Management, which manages over $5.5 billion in client assets, has hired Noah Marell as chief operating officer, a newly created position, overseeing the firm’s operational infrastructure. He joins from The Mather Group, where he was managing director of strategic initiatives.
Jandy Rowe, the former head of client service at Wealthspire, has joined Aprio as director of client services operations and integrations, also a new position. She’ll be responsible for operational alignment, scalability and M&A integration across the firm.
Aprio also added Erin O’Connor-Bell, a former senior director of practice management at The Mather Group, as director, financial planning and client experience, another new position. She leads practice management and client experience for the firm.
Dan Wilson has joined the team as the firm’s new director of corporate development. A few months ago, he left Annex Wealth Management, where he was serving as chief wealth officer and interim president in the wake of Jeff Pierce’s departure in June. At Aprio, he’ll spearhead the firm’s M&A efforts.
Aprio has also recruited Chris Guinther as a senior wealth advisor. He joins from Montag Wealth Management, where he was a senior investment strategist.
In addition to the new execs, Aprio has launched a new team model that brings together wealth, tax, estate and succession planning into a single, coordinated structure. Under the new model, clients will have a single point of contact within the firm to address all these various disciplines.
“By adding new leaders and talent and introducing a fully integrated experience model, we are helping clients grow and achieve their long-term goals while creating a more seamless experience with advisors working together to provide coordinated guidance every step of the way,” said Keith Greenwald, CEO and partner of Aprio Wealth Management, in a statement.
This follows news from November that Aprio hired Eric Flynn as chief wealth officer, a new role created to focus on the firm’s growth and integration of its wealth advisory platform. Flynn was previously the chief wealth officer at registered investment advisor Compound.
In September, Aprio acquired Mize CPAs, a Midwest-based accounting firm specializing in servicing owner/operators of McDonald’s franchises. As part of the acquisition, Aprio bought Prism Financial Group, Mize’s affiliated wealth management firm with $1.98 billion in assets.
