FUNDRAISING NEWS | March 14, 2024
Osaic has added a four-advisor group known as Latitude Wealth Advisors, which oversees approximately $210 million in assets. This team is based in Hauppauge, New York, and consists of advisors Robert Martino, Jason Harris, Anthony Martino, and Mark Harris, who all bring extensive experience to Osaic.
Previously affiliated with Ameriprise Financial, they have now joined Osaic's Affiliated Advisors. Latitude Wealth Advisors specializes in comprehensive goal-based financial planning for individuals, families, and businesses.
Robert Martino, who started his career at Ameriprise's predecessor firm IDS Life Insurance Co. in 2003, has been with Ameriprise throughout his career. His brother, Anthony Martino, also spent his entire career at Ameriprise, starting in 2015. Jason Harris began his career in 2002 at Bank of New York and held various non-advisory roles at major financial institutions before registering as an advisor in 2014. He joined Ameriprise in 2016. Mark Harris, the father of Jason Harris, started his advisory career in 1999 at David Lerner Associates and has since worked with several firms before moving to Ameriprise in 2016. 
John Washington is the Data Research Analyst at Dakota.
