Products
Data Sets
Integrations
Services
Kestra Financial has added Borger Financial Services, a wealth management firm from the New York Metro area. Borger is led by Debra Clark and co-principal Lawrence Elie Borger and manages approximately $600 million in assets. The firm also has offices in Connecticut and New Jersey.
Debra Clark began her career in 1989 when she started with First Albany Corporation. She also had stints at four different firms before joining Hornor, Townsend & Kent in 2010. Clark specializes in managing portfolios for high net worth individuals, sole proprietors and small businesses. In addition, she holds a CFP designation and FINRA Series 7, 63 and 65 registrations.
Lawrence on the other hand, entered the industry in 2003 and joined Clark at Hornor, Townsend & Kent in 2010. Lawrence provides comprehensive financial planning to business owners, professionals and corporate executives. Before switching into the finance sector, Borger practiced corporate law for fortune 500 companies. Clark and Borger switched to Kestra back in October 2023 with Clark in Connecticut and Borger in the New Jersey office, respectively.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
September 26, 2025 Investor News: Blue Owl, QIA Partner on $3B Digital Infra Platform, and more...
September 26, 2025
Distribution, Manufacturing, and Defense Drive August 2025 Industrials Transactions
September 24, 2025
Biotech, Health Services, and Medical Devices Drive August 2025 Healthcare Transactions
September 17, 2025
Spectrum, SaaS, and Strategic Consolidation | August 2025 Tech & Software Transactions
September 12, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy