Motley Fool Wealth Hires Financial Planning Head, AlphaCore Adds CIO

Motley Fool’s Wealth Unit Brings on Financial Planning Head

Motley Fool Wealth Management, an affiliate of Alexandria, Va.-based Motley Fool, has hired Sabrina Rosh from Ellevest as director of financial planning.

In the newly created position, Rosh will oversee the financial planning and company support team for the wealth management unit. She brings almost 20 years of experience in client support to the position, having worked at firms such as Fidelity Investments, Brighton Jones and Wealth Architects.

Her focus will be on planning for Motley Wealth’s clients in areas including retirement readiness, risk management and insurance.

“She combines technical expertise with client-centered leadership, and her role will help us build on the strength of our integrated approach and investment planning model while continuing to deliver a clear, personal experience for the families we serve,” Megan Brinsfield, president of Motley Fool Wealth Management, said in a statement.

In June, Motley Fool competitor NerdWallet acquired a registered investment advisor based in New York to start its own RIA, NerdWallet Wealth Partners. Both are targeting investors with fewer assets than the typical high-net-worth focus of many wealth managers.

AlphaCore Hires New Chief Investment Strategist from Blackstone

Related:SEIA Hires Financial Planning Lead from Fidelity

AlphaCore Wealth Advisory, a La Jolla, Calif.-based, alternatives-focused RIA managing $6 billion in assets, has hired Dr. David Stubbs from Blackstone as chief investment strategist.

Stubbs will oversee investments for high-net-worth clients across public and private markets in the newly created position. Formerly an investment strategy lead at Blackstone, Stubbs is familiar to many AlphaCore clients after speaking at the firm’s annual AlphaCore Wealth Summit, according to the announcement.

Before Blackstone, Stubbs worked at JPMorgan Chase as a spokesman for the wealth management division. Prior to that, he was an economist for the British government, think tanks and the United Nations.

He will work closely with Eric Gerster, AlphaCore’s chief investment officer.  

Franklin Templeton Taps Former Mercer Exec Rich Nuzum to Lead OCIO

Franklin Templeton, the San Mateo, Calif.-based asset manager, has poached Mercer’s investment head Rich Nuzum to lead its OCIO division in a newly created position.

Nuzum will oversee the development of Franklin Templeton’s OCIO business, which the firm is looking to expand. He will be based in New York and report to Adam Petryk, head of Franklin Templeton’s investment solutions.  

Related:JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients

At mega-RIA Mercer, Nuzum was executive director of investments and global chief investment strategist after climbing through the organization’s ranks, including previously holding the role of president of investments and retirement.

“The OCIO business is a key strategic priority as asset owners increasingly seek comprehensive investment capabilities that Franklin Templeton can offer across both public and private markets,” Jenny Johnson, president and CEO of Franklin Templeton, said in a statement.

Franklin Templeton Investment Solutions manages $93 billion in assets with a team of over 100 multi-asset investors.

CFP Board Names Personal Finance Professor Martin Seay Board Chair-Elect

The Board of Directors of CFP Board elected Martin Seay as its 2026 board chair-elect this week. Current chair-elect Terri Kallsen will become chair of the board of directors in 2026, and Seay will take that role in 2027.

Seay is a professor and researcher of personal financial planning at Kansas State University, where he also teaches in the CFP Board-registered undergraduate and Ph.D. programs. His focus areas include borrowing decisions, how psychological characteristics shape financial behavior and how consumers seek and use financial advice.

Related:Hightower Hires Osaic RIA Solutions Executive as Chief Advisory Officer

Seay joined the CFP Board as a board director in 2022 and is a member of the CEO Oversight and the Finance and Investment committees.

CFP Board CEO Kevin Keller announced earlier this year that he would be retiring after almost 20 years at the helm in April 2026. The board has not named a replacement.