FUNDRAISING NEWS | April 10, 2024
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. 
John Washington is the Data Research Analyst at Dakota.
