Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.
Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.
“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”
...Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
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