FUNDRAISING NEWS | November 23, 2024
Steward Partners announced that it has recruited a New Jersey-based advisor team with over $850M in assets under management from Ameriprise, expanding its practice in the state with an office in Riverdale.
Mainstay Wealth Management previously operated as Mindful Wealth Management and was under the Ameriprise umbrella for 33 years. Mainstay is composed of a team of 14 professionals, led by Timothy Burklow, Sr. and Matthew Rotella. Both will serve as managing directors at Steward. The team includes two additional advisors, Chris Rotella and William Lewis, who join Steward as senior vice presidents.
Steward most recently recruited a pair of Florida advisors managing $175M, combining them with an existing operation in Georgia to form the new $377M G2G Wealth Management practice, as reported by Dakota on November 13.
