FUNDRAISING NEWS | May 09, 2024
Chris Kitaeff, a seasoned financial advisor, has transitioned to LPL Financial, joining Maher Wealth Management as a managing director. Previously with Merrill Lynch, he brings with him roughly $385 million in managed assets.
Kitaeff, who began his career as a hedge fund analyst on Wall Street, followed his father into wealth management, joining his father's practice in 2009. He has received the Forbes Best-in-State Advisor Award from 2021 to 2024. Kitaeff values deep personal connections with his clients, a trait that has marked his 15-year career alongside his now-retiring father. His move to LPL was influenced by a desire for greater independence and was facilitated by reuniting with former colleague Thom Maher, who founded Maher Wealth Management in 2023.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
