World Investment Advisors Discloses Exec Team Moves

World Investment Advisors made a shift in its executive team, moving Chief Compliance Officer Katherine Mach to VP of RIA operations and appointing Adam Enter, most recently of Cambridge Investment Research, as her replacement in the CCO role.

In its latest Form ADV filed October 31, the $37.8B RIA disclosed making the executive team moves in the month of October. According to the firm’s web site, it supports over $55B in assets across all channels, including $24.5B of regulator AUM.

Mach had been in the CCO role since March 2023 and has been with the firm for nearly three years, joining from Laffler Tengler Investments where she also served as CCO. Enter joins from Cambridge, where he served as senior director of risk assessment for nearly six years. Prior to that, he spent over four years with The Huntington Investment Company as senior compliance officer.

Source: https://adviserinfo.sec.gov/firm/summary/208512