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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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