Adrian Dunuwila, who manages $186 million in Fayetteville, New York, has switched broker-dealer affiliations from Lincoln Investments to Voya Financial Advisors.
He has joined his son Brendan at Dunuwila Wealth Management, which has been affiliated with Voya.
Adrian Dunuwila has 37 years of experience and had been affiliated with Lincoln since 2004, according to his BrokerCheck report.
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Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
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