Nicholas Troiano and Mathew Mattice, who oversaw client assets totaling $1.5 billion at TIAA, have moved to the employee channel of Raymond James in Colorado.
The two joined firm offices in Denver and Boulder in March, and now manage about $600 million.
They were joined in the move by client service associate Christine Blakely.
Troiano started his career at Buckman Buckman & Reid Inc. in 2000 and subsequently worked at CIBC World Markets, J.P. Morgan Securities, Hightower Securities and Morgan Stanley, according to his BrokerCheck report, before joining TIAA in 2015. Mattice worked for a decade at Lenox Advisors in New York before joining TIAA in 2019.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
