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Who's Moving Where In Wealth Management? - Raymond James

Editorial Staff, August 13, 2020

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The latest moves in North America's wealth management sector.

Raymond James 
Raymond James has brought over advisor Steve Gross to its independent advisor channel in Briarcliff Manor, New York.

Prior to this, Gross worked at Ameriprise, where he managed more than $165 million in client assets. He is joined by senior client service associate Luigi Muccitelli and registered client associate Rebecca Denham. The team joins RJFS’ Boston Harbor Wealth Advisors, which is the fifth largest business in RJFS and collectively manages $2 billion in client assets.

Gross has been in the financial services industry for 25 years. Gross attended the University of Pennsylvania and continued his education by earning the designations of Certified Financial PlannerTM, Chartered Financial Consultant® and Accredited Portfolio Management AdvisorSM.




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