An advisory team managing $850 million at Citigroup Global Markets in New York has joined the employee channel at Raymond James.
Yaakov A. Ringler and Yonatan “Yoni” Marom lead the Israel Group of Raymond James which focuses on providing global wealth management services to ultra-high net worth and high net worth clients.
They are joined by practice business manager Daniel Lebovitch and client service associates Kevin Scull, Ariel Urban and Joan Brody, Raymond James said in a press release Tuesday.
Ringler had been with Citi for four years, after stints at Goldman Sachs and Morgan Stanley. Marom began his career at Citi in 2013.
The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
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