People Moves: Aprio, Macquarie Bolster Wealth Teams
Aprio Hires Wealth Head from RIA Compound
Eric Flynn has joined the wealth division of tax, business and wealth consultancy Aprio as chief wealth officer, a new role created to focus on the firm’s growth and integration of its wealth advisory platform.
Flynn brings 20 years of experience in building and scaling wealth management platforms, most recently as chief wealth officer at registered investment advisor Compound.
As part of Flynn’s appointment, Aprio Wealth Management is starting a client service model that includes a financial advisor, planner and client services associate. The new model is designed to coordinate advice across tax, investment and estate planning.
Aprio’s employee base of over 2,500 people offers planning across investing, tax strategy, retirement, estate planning, insurance and family office services.
Macquarie Expands Wealth Team
Macquarie Asset Management has expanded its wealth team with three new additions.
The announced moves include naming Crista Demasi as head of its U.S. strategic relationships group; Debra Probst as global head of wealth channel marketing; and Danielle Hickey as director of platform development, private markets solutions.
In addition to the hires, Macquarie announced a partnership with iCapital to offer access to the firm’s private infrastructure investment opportunities.
Demasi will focus on client engagement around Macquarie Asset Management’s private infrastructure and energy capabilities, encompassing both equity and debt. She joins Macquarie from Invesco, where she served as head of strategic accounts for the wires and global banks.
Probst comes to Macquarie from PGIM Investments, most recently serving as the global head of client marketing. Hickey joins from Nuveen, where she led private market solutions marketing and broadened syndication across broker/dealers, RIAs, banks and fintech platforms.
Macquarie is among the group of asset managers that have traditionally focused on institutional clients that are now targeting the wealth channel. Kimberly LaPointe, who joined the firm in 2024 as senior managing director and head of wealth distribution, has led those efforts.
HB Wealth Names New Chief Market Strategist
HB Wealth, an Atlanta-based RIA with $29 billion in AUM, has hired Gina Martin Adams as chief market strategist and promoted two others to the investment team.
Adams joins from her role as chief equity strategist at Bloomberg Intelligence, and she was previously an equity strategist at Wells Fargo.
She is heading a revamped leadership team in HB Wealth’s investment division, joining Chief Investment Officer Joel Houck, who assumed the role in October, and Deputy CIO Ford Donohue, who took on his role in November.
Houck joined HB Wealth in early 2025 through its acquisition of WMS Partners. Donohue, with HB Wealth since 2014, previously served as managing director of public markets.
In the new role, Adams will be responsible for collaborating with the investment team on market perspectives, sharing insights and enhancing the firm’s visibility.
HB Wealth, which has 300 employees operating out of 12 offices across six states, is working to bolster its market insights and investment guidance with the appointments.
Hamilton Lane Appoints Seven to Private Markets Outreach Team
Hamilton Lane, a Conshohocken, Penn.-based private markets investment management firm, has appointed seven senior members to its North America client solutions team, bolstering both institutional and private wealth outreach efforts.
Beth Nardi has been named head of U.S. private wealth to lead Hamilton Lane’s private wealth solutions business.
Tim Jenkins and Russell Simon have joined as managing directors, focusing on the institutional channel. Jenkins, based in New York City, will handle institutional clients in the Northeast region, while Simon, operating from San Francisco, will lead institutional business development in the western United States.
The team expansion also includes Emily Mosquera, Jake Passero and Paul Schemel for institutional outreach, as well as Sizwe Kamra for private wealth clients.
Mosquera will drive institutional business development in the Southeast U.S., Schemel will support Western U.S. institutional clients, Passero will focus on Northeast U.S. institutional clients, and Kamra will handle private wealth business development in the Midwest region.
Hamilton Lane, which serves over 2,330 clients globally, manages $1.0 trillion in assets under management and supervision.
M Financial Group Welcomes Greg Webster as RIA Development VP
Greg Webster has joined M Financial Group as vice president, RIA channel development, in a newly established role focused on expanding the company’s network of financial services professionals.
Webster brings over 35 years of progressive experience in the wealth advisory space to M Financial, a financial advice and insurance firm.
Before joining M Financial, Webster was president and CEO of Eagle Strategies LLC, the investment advisory arm of New York Life Insurance Company. His background includes executive roles at HSBC, Guardian Life Insurance, Headwaters Group and New York Life.
In the new role, he will help introduce wealth advisors and insurance producers to M’s network of independent member firms. He will also oversee an initiative to unite groups of advisors and producers to build new M member firms.
M Financial has recently revamped its wealth division, focusing on technology, capabilities, and new partnerships.
M Financial, founded in 1978, has over 140 member firms in the U.S. and the United Kingdom.
WealthManagement.com Editorial Director David Bodamer contributed to this report.