This week in new hires, Pensionmark added a San Diego office to its advisor support program and Susan Dulde was named manager of operations at Next Generation Wealth Management.
Also, the Private Client Reserve of U.S. Bank brought on Amy Kane, Christopher Turoci and Jeffrey Kravetz.
Pensionmark Adds San Diego Office to Advisor Support Program
Pensionmark Retirement Group announced that it had partnered with another office to its advisor support program (ASP) in San Diego, creating Pensionmark San Diego. Noel Trias will be the managing director at the new location. The new affiliation will allow him to expand services while remaining independent and continuing to offer personalized retirement plan and employee benefit guidance.
Trias brings more than 24 years of experience in the financial services and benefits industry, with a primary focus in the corporate benefit trust and retirement plan markets. He also has a strong accounting and financial background.
Next Generation Wealth Management Names Dulde Manager of Operations
Next Generation Wealth Management announced that it had named Susan Dulde its manager of operations, private client group. In this role, Dulde will be responsible for managing all operational aspects of the firm, including working directly with multiple custodians for the accuracy of client data, performance reporting across the firm, analysis of investment manager returns, and creating efficiencies with process/technology solutions and client service-related issues.