FUNDRAISING NEWS | October 24, 2024
Tags: Personnel, Financial Advisor Move
Apollon Holdings has made a series of team and individual recruitments to its wealth management unit and financial affiliate, adding to its presence in Maryland, Georgia, Illinois, and Pennsylvania.
Apollon Wealth Management has added CIC Wealth Management from Rockville, MD, and Atlanta-based advisor David Haggard, for a total of nine new members. The CIC team is led by CEO Ryan Wibberley, President Michael Fein, and Chief Compliance Officer Frank Cappadora, accompanied by operations director Judy Ann Byrd and advisors Andy Smith, Rich Sebastian, Austin Pearl, and Dawn Wright. Meanwhile, Haggard joins as a wealth management advisor, most recently serving as a managing director with UCAP Americas.
Apollon Financial added Granite Investment Group, as well as individual advisors Jim McGowan and Fran Gutrich in two separate hirings since September. Granite Investment Group, composed of advisor Martin Beck and administrative assistant Kelly Starkman, brings over three decades of experience. The Granite team operates out of Downers Grove, IL, as does Gutrich, who joined Apollon Financial separately on October 1 from HighPoint Planning Partners. McGowan joined on September 10 in King of Prussia, PA, most recently serving as wealth advisor and VP of retirement planning services at Marshall Financial Group.
View the press release here.
Written By: Dakota
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