FUNDRAISING NEWS | November 19, 2024
Ampersand Partners has reportedly recruited two Northern Virginia advisors from Wells Fargo, Financial Advisor IQ reported November 18, citing registration records and confirmed by social media announcements the pair have made.
Jeffrey Upchurch and Ann Senger both stated in their respective LinkedIn profiles that they are now operating as Entandem Wealth, indicating that they departed Wells Fargo sometime in November. Upchurch joins as managing director and Senger as director, with Financial Advisor IQ reporting senior client service associate Kimey Zegarra Preciado has accompanied them in the move.
Entandem is the second advisory team to move to Ampersand from Wells Fargo, with the $448M Johnstown, PA, practice of Apricity Advisors making the switch in late October.
Source: https://www.financialadvisoriq.com/c/4685344/622614/virginia_based_wells_fargo_leaves_ampersand?
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