$5.5B Aprio Wealth Management Beefs Up Senior Leadership Team

Core Insights - Aprio Wealth Management has expanded its leadership team and introduced a new operational model to enhance client services and integration across various financial disciplines [2][5][6] Leadership Expansion - Aprio Wealth Management has appointed Noah Marell as chief operating officer to oversee operational infrastructure [2] - Jandy Rowe has joined as director of client services operations and integrations, focusing on operational alignment and M&A integration [3] - Erin O'Connor-Bell has been hired as director of financial planning and client experience, leading practice management and client experience initiatives [3] - Dan Wilson has been appointed as director of corporate development to spearhead M&A efforts [4] - Chris Guinther has joined as a senior wealth advisor, enhancing the advisory team [4] New Operational Model - Aprio has launched a new team model that integrates wealth, tax, estate, and succession planning into a coordinated structure, providing clients with a single point of contact [5] Recent Developments - The firm previously hired Eric Flynn as chief wealth officer to focus on growth and integration of its wealth advisory platform [7] - In September, Aprio acquired Mize CPAs and its affiliated wealth management firm, Prism Financial Group, which manages $1.98 billion in assets [8]