FamilyWealthReport: Who’s Moving Where In Wealth Management?

April 25, 2024

FamilyWealthReport  reported that, we recently expanded our leadership by appointing four key executives: Bo Ellison as Chief Financial Officer, Joe Mooney as Managing Director of Advisor Engagement and Enterprise Development, Kerry McDermott as Vice President of Program Development, Strategy, and Growth, and Matthew Unger as Vice President and Head of Centralized Wealth Advisory Services. These appointments are aimed at bolstering our long-term financial sustainability, enhancing advisor recruitment, leading organic growth initiatives, and focusing on talent development and next-generation initiatives. Each executive brings a wealth of experience from prestigious prior roles at firms like Creative Planning, Fidelity, Wealth Enhancement Group, Goldman Sachs, and United Capital.


More Posts

The Wealth Stewards Aligns with Concurrent

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and