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FUNDRAISING NEWS | November 07, 2024
Tags: Personnel, Financial Advisor Move
Kestra Private Wealth Services announces the recruitment of Worth Trainor to its subsidiary The Sade Group as managing partner and in concert rebranding the Stuart, FL-based independent RIA division as Riverside Private Wealth Management.
The firm is now composed of Trainor, founder and Managing Director Scott Sade, portfolio manager Jody Zirn and office manager Robin Miley. It also now oversees $300M in client assets, Kestra said.
Prior to his new role, Trainor was a senior vice president at UBS for 10 years and served as vice president for investments at Wells Fargo for 14 years and Legg Mason for three years before that.
Source: https://finance.yahoo.com/news/kestra-private-wealth-services-sade-140000122.html
Written By: Dakota
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