Nandi Gunning, who managed $430 million at Morgan Stanley, has joined The CMW Group, a trio of advisers at Merrill Private Wealth Management in San Francisco that manages $2.5 billion in client assets.
The CMW Group also has an office in Columbus, Ohio. Its other advisers are Anthony Canini, John Myers and Andrew Wages.
Gunning spent eight years with Morgan Stanley. Earlier, she was a principal consultant at a global consulting firm and a senior equity analyst for a single-family investment office in San Francisco. She started as an auditor at PriceWaterhouseCoopers.
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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
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RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
