FUNDRAISING NEWS | June 28, 2024
NewEdge Advisors has successfully recruited four seasoned financial advisors from JPMorgan to join its partner network. Erik Linstrom, Ben Roth, Shawn Stanley, and Kris Cawthon have collectively established Fortis Wealth Advisors, based in Dallas, under NewEdge. The team, while at JPMorgan, managed approximately $580 million in assets.
Erik Linstrom began his financial career at Alliance Bernstein in 2005 before moving to J.P. Morgan in 2010. Before entering finance, he had a successful career with Coca-Cola Enterprises and Mobil Oil Corporation. Ben Roth brings over 35 years of financial services experience. He was previously a Managing Director and Wealth Advisor at J.P. Morgan. He also held Vice President roles at Alex, Brown & Sons, Paine Webber Jackson & Curtis, and Kidder, Peabody & Co. Roth specializes in providing high-net-worth families with customized financial strategies and solutions. Shawn Stanley, with 25 years of experience, joined JPMorgan in 2014, and Kris Cawthon, with 20 years of experience, joined JPMorgan in 2013.
Fortis Wealth Advisors has selected Goldman Sachs' custody unit as their primary custodian.
John Washington is the Data Research Analyst at Dakota.
