Insigneo Added New York Investment Professional
The firm has brought on a veteran advisor who will operate his independent practice through the network.
Updated on Sept. 24, 2026 in Financial Services
Leopoldo Ferris Wallis has joined the Insigneo network as an investment professional based in New York. He will continue to conduct business through his entity, REL Capital.
Why it matters
Insigneo is expanding its New York footprint by recruiting independent advisors to the platform. The move allows the firm to scale its presence in the region by leveraging the existing client bases and international wealth management expertise of incoming professionals.
Leopoldo Ferris Wallis joins the firm with more than 3 decades of experience in the financial services sector. The addition follows the advisor's tenure at Oppenheimer & Co. and multiple global financial institutions.
The players
Leopoldo Ferris Wallis
An investment professional with over 30 years of experience who previously served at firms including Oppenheimer & Co. and Morgan Stanley.
Insigneo
A wealth management network that provides an independent platform and operational infrastructure for investment professionals.
REL Capital
The d/b/a entity through which Leopoldo Ferris Wallis conducts his independent investment practice.
The details
Ferris operates his practice as a d/b/a entity within the Insigneo network. By joining, he gains access to the firm's international wealth management resources to support his existing operations at REL Capital. The model allows him to maintain independence while utilizing the infrastructure and compliance framework provided by the larger network.
Timeline
The announcement of the move occurred on September 24, 2026.
Market Landscape
This recruitment follows the documented industry pattern of independent networks scaling their presence in key financial hubs by attracting senior advisors. It highlights the continued shift of experienced talent away from traditional wirehouses toward platforms that offer greater operational independence.
Operators in the wealth management space should monitor how the integration of independent entities like REL Capital influences service delivery for international clients. Firm managers should evaluate whether their current infrastructure offers sufficient scalability to attract similar experienced advisors.
The takeaway
The move underscores the value senior advisors place on platforms that balance operational autonomy with institutional support. Business owners looking to grow should consider how building a platform that reduces the administrative burden for independent partners can serve as a recruitment lever.
Further reading
For more on how firms in the region are managing advisor transitions, visit Financial Services.
Source note: This article includes information reported by Funds Society.
