People Moves
Who's Moving Where In Wealth Management? – Nicolet National Bank, Focus Financial
The latest senior moves in the North American wealth management sector.
Nicolet National Bank, the operating entity of New York-listed Nicolet Bankshares, has appointed Barry Martzahl as managing director of its wealth management business.
Martzahl, a 37-year industry veteran, has advised individuals and families, corporate retirement plans, and endowments and foundations. His son Eric, who has also joined the Nicolet Wealth Management Team, has eight years of experience and is a Certified Financial Planner.
Nicolet National Bank, founded in Green Bay in 2000, operates branches in Wisconsin, Michigan, and Minnesota.
Focus Financial Partners, Summit
Focus
Financial Partners, the US-based wealth management
partnership, announced yesterday that a
Louisiana-based advisor has joined one of Focus’s partner
firms, Summit
Financial Wealth Advisors.
The advisor, Paul Guidry, is based in Metairie, Louisiana.
Summit Financial Wealth Advisors, is a registered investment advisor based in Lafayette, Louisiana.
Guidry, who has more than 20 years of experience of providing wealth management services to individuals and families, specializes in financial planning and investment management. He will continue to serve clients in the greater New Orleans area.
