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FUNDRAISING NEWS | November 18, 2024
Tags: Personnel, Financial Advisor Move
Osaic has added an independent five-person team based in Buffalo, NY, managing approximately $180M in client assets and previously affiliated with Cetera.
Nova Wealth is led by wealth managers Elizabeth Evanisko, Jeffrey Gelormini, and Brett Komm, supported by licensed practice operations coordinator Barbara Krockenberger and licensed marketing and communications coordinator Nakia Franklin. The group offers a range of advisory services, with a forte on retirement income planning, and began transitioning to Osaic in October.
Osaic sustains a network of approximately 11,000 financial professionals and 270 financial institutions. The wealth management platform said it services over $653B in AUM.
Source: https://www.prnewswire.com/news-releases/osaic-welcomes-nova-wealth-302300478.html
Written By: Dakota
December 13, 2024
December 19, 2024
January 28, 2025
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