Team expansion underscores Cetera's commitment
to delivering industry leading wealth management and advisory
solutions to meet advisors' changing needs regardless of
affiliation choice
Growth follows multiple key milestones,
including recent industry recognition of Cetera's My Advice
Architect® advisory platform, reinvestment in Cetera by
Genstar, and the introduction of the "Growth Guarantee" for newly
affiliated advisors
SAN
DIEGO, May 16, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced today that it has expanded its investment in advisory
solutions with several key hires.
The four new team members bolster Cetera's expertise delivering
advisory solutions, capitalizing on Cetera's scaled platform,
community support, and business management programs. The team
expansion represents the latest milestone in Cetera's efforts to
accelerate the delivery of expanded options to meet the evolving
needs of financial professionals across the industry.
The increased investment in advisory business follows industry
recognition of Cetera's fastest-growing advisory platform, My
Advice Architect ® (MAA), which earned Money Management
Institute (MMI)/Barron's Wealth Manager Platform of the Year Award
for its innovative Manager Program. Following that recognition,
Genstar completed its reinvestment in Cetera, which enables ongoing
deployment of capital to support Cetera's continued expansion
through organic growth, M&A and new markets. In addition,
Cetera fortified its commitment to helping its advisors grow
organically with the introduction of the "Growth Guarantee" in
early 2024.
The new additions to the team are:
- Logan Galli, Head of
Advisory Business Consulting, who joined Cetera late in 2023. Galli
leads the sales organization as well as multiple units within
Advisory Business Consulting, including External & Internal
Sales, Advanced Planning, and Financial Planning support.
Previously, he served as Senior Vice President, Head of
Distribution at LPL Financial, where he was responsible for the
firm's customer acquisition and engagement platform, subscription
services platform, and revenue and subscriber growth.
- Amy Rehn, Managing
Director, Investment Solutions, who brings nearly 25 years of
financial services experience, including the past 17 years serving
multiple roles within the Osaic network. She joined Triad Advisors
in 2007, where she served as COO and CMO of the firm's Hybrid
Solutions model prior to being acquired by Osaic in 2020. She
served as Senior Vice President, RIA Custody Platform, where she
was responsible for the development and ongoing management of the
advisory platforms leveraged by two multi-custody corporate
RIAs.
- Brian Lampron, Managing
Director of RIA Solutions, who previously spent 18 years at
Commonwealth Financial in multiple leadership roles, including Vice
President of Advisory Services, where he oversaw the firm's
advisory platforms and third-party asset management programs. In
his most recent role as Vice President of RIA Services, he
successfully launched, developed, and led a team for the RIA
Services business unit.
- Jon Myczka, Managing
Director of RIA and Advisory Digital Experiences, who brings a
broad base of wealth management and digital strategy and execution
experience, including roles at Ally Financial and TD Ameritrade. At
Ally Financial, he oversaw the group that managed self-directed
trading, Robo Portfolios, and Wealth Management digital solutions.
At TD Ameritrade, he drove the vision, prioritization, and
execution for web and mobile experiences across Robo and Wealth
Management products and solutions.
"As we evolve our offerings and services for financial
professionals, institutions, RIAs and their clients, the team is
stronger than ever and well positioned for long-term growth and
success," said Kerry Pierce,
CFP®, Senior Managing Director, Head of Investment
Advisory Solutions at Cetera. "These hires round out an already
formidable team that is poised to continue to lead Cetera as a
destination of choice for independent advisors. I am pleased to
welcome these talented individuals to Cetera, where they will play
key leadership roles in delivering innovative solutions and
services that support financial professionals focused on advisory
business."
Visit www.cetera.com for more information.
About Cetera
Cetera Financial Group, which is owned by Cetera Holdings
(collectively, Cetera), is the premier financial advisor Wealth Hub
where financial advisors and institutions optimize their control
and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services to grow,
scale, or transition with a merger, sale, investment, or succession
plan. Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera
on LinkedIn, YouTube, Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Advisors LLC,
Cetera Advisor Networks LLC, Cetera Investment Services LLC
(marketed as Cetera Financial Institutions or Cetera Investors),
and Cetera Financial Specialists LLC. All firms are FINRA/SIPC
members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
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SOURCE Cetera Financial Group