People Moves
Raymond James Recruits $850 Million Wealth Team In Manhattan
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The advisors previously worked with Citigroup, and their move to Raymond James is, in AuM terms, one of the larger moves to that business.
Raymond James
has welcomed a team of advisors in Manhattan collectively
overseeing about $850 million in client money.
The advisors are Yaakov A Ringler and Yonatan “Yoni” Marom.
The duo were previously part of Citigroup Global Markets. They
are joined by practice business manager Daniel Lebovitch and
client service associates Kevin Scull, Ariel Urban and Joan
Brody. Together, the group provides dedicated global wealth
management services to ultra-high and high net worth clients.
Ringler’s career in financial services spans nearly two decades.
He began his career at Goldman Sachs, serving in several roles
within the firm and rising to the vice president position as the
chief operating officer of the Israel group in the firm’s
investment banking division. In 2010, he joined Morgan Stanley
Private Wealth Management as an executive director, remaining
there for eight years. Ringler is a veteran of the Israel Defense
Forces’ Unit 8200 and holds a graduate degree in international
economic policy and management from Columbia University, as well
as a bachelor of arts from the Hebrew University of
Jerusalem.
Marom has nearly a dozen years of experience within the financial
services industry, beginning his career at Wells Fargo Advisors.
He transitioned to Citi Wealth Management in 2013, serving as a
wealth advisor with the firm for eight years. Marom is a graduate
of the Kelley School of Business at Indiana University, where he
earned a bachelor’s degree in finance.