Four Idaho advisers managing $648 million join Raymond James

Four Idaho advisers managing $648 million join Raymond James
Employee unit adds two-person teams from Wells Fargo and UBS.
JAN 05, 2022

Two advisory teams in Idaho, collectively managing $648 million, have joined the employee channel of Raymond James.

Christine Satterfield and Harry Tharp managed $341 million at Wells Fargo in Boise, Idaho. Satterfield began her career 24 years ago with Merrill Lynch and moved to Wells Fargo in 2008. Tharp also began his career at Merrill Lynch, moved to Morgan Stanley in 2005 and to Wells Fargo in 2011.

The mother and son duo of Linda Sterling and Greg Fairfield managed previously $307 million at UBS Financial in Ketchum, Idaho. Sterling, who began her career at Merrill Lynch in 1987, worked at RBC Capital before moving to UBS. Fairfield joined UBS in 2008.

Latest News

Five-person Raymond James team jumps to Janney in Maryland
Five-person Raymond James team jumps to Janney in Maryland

The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.

$20B Merit looks to next phase as Constellation takes minority stake
$20B Merit looks to next phase as Constellation takes minority stake

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC’s Aspire Holdings exited their investments.

$350M father-son duo hops from Osaic to Equitable Advisors
$350M father-son duo hops from Osaic to Equitable Advisors

The latest departures in Ohio mark another setback for the hybrid RIA, which is looking to "expanding its presence across all models and segments of the wealth management industry.”

Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds
Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds

The St. Louis-based real estate investment firm gives the asset management giant a valuable access point to the roughly $1 trillion net lease market.

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.