Podcast Center
Video Center
Webcasts
Resource Center
Events
October 28, 2013 at 08:48 AM
A group of former Merrill Lynch (BAC) advisors has attracted two more members of the Thundering Herd to its independent practice. TRUE Private Wealth Advisors said Monday that Joseph Opsahl and Chris Hatfield moved to the Oregon-based firm, which is affiliated with Dynasty Financial Partners.
With the latest additions, TRUE expects to have some $500 million in client assets — up about $140 million thanks to the addition of the latest team.
“Our hope is that we can build a multibillion-dollar advisory firm within the next five years,” said Steve Altman, a founding partner and senior wealth advisor at TRUE, in a statement.
“We are delighted to welcome the quality, experience and expertise of Mr. Opsahl and his team into the TRUE partnership. This expansion demonstrates our focus on growth in the Pacific Northwest and ongoing commitment to provide the highest quality resources to high net worth families,” Altman explained.
(Check out Going Independent virtual conference Wednesday morning.)
Opsahl, a CPA, has nearly 30 years of experience in the financial industry. He spent the past four years with Merrill Lynch in Portland after working for Smith Barney for 21 years. Prior to that, he worked as a CPA with an international accounting firm.
