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FUNDRAISING NEWS | September 11, 2024

BrookBridge Private Wealth Aligns with LPL Financial

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LPL Financial has added private client advisor John Duane and portfolio manager Gregory Giantsos to its broker-dealer, RIA, and custodial platforms, according to a September 10 news release.

With the addition, the duo has launched BrookBridge Private Wealth based in Long Island, NY. The firm manages approximately $700M in assets and provides wealth management services, including investment management, financial planning, and custom lending.

Duane, with 30 years in finance and 25 in private banking, has worked with Giantsos since 2015.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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