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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 13, 2005 at 08:00 PM
Vantage Financial Group Inc. has hired Martin Uhle to be president.[@@]
Vantage, Cleveland, is a company that sells life insurance, long term care insurance, financial planning services, employee benefits, benefits administration services, and related products and services. It has 75 employees and administers $700 million in client assets.
George Szeretvai, who founded the firm in 1969, will continue to be the firm’s chairman and chief executive officer, Vantage says.
Uhle previously was president of Heartland Payment Systems Inc., Princeton, N.J., a payroll services company. He also has worked in banking in Cleveland.
Uhle has a bachelor’s degree from Wittenberg University and a master’s degree in business from Baldwin-Wallace College.
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