RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.

Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.

“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”

Kestra Private Wealth was founded by wirehouse veterans and is an RIA subsidiary of Kestra Financial.

“True professionals want personal and professional satisfaction and Brian and Liz deserve both. These are people who are excited about making the business vibrant again, putting their clients first and putting their names on the door,” said Kestra PWS CEO Rob Bartenstein, in a statement.

Based in Austin, Kestra Financial works with more than 1,800 independent financial advisors.

More News

Trilogy Financial, which has about 150 advisors and nearly $3 billion in assets, said it recently appointed Ginger Silverman to its board. Silverman is founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint.

“Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values, and her impressive background makes her an excellent contributor to our board,” said Jeff Motske, president and CEO of Trilogy Financial, in a statement.

Silverman has 25 years of experience developing and managing branding, public relations, lead generation and social media campaigns, including work for Prudential, Pizza Hut, Taco Bell, Homebase, Lindora Medical Weight Control and more.

The marketing expert also serves as an educational ambassador for the Advertising Education Federation and is an instructor at Brandman University in Irvine, California.

Trilogy Financial, which is affiliated with LPL Financial, is based in Huntington Beach, California.

In other news, Brown Advisory hired Joe Cozza as a portfolio manager and Lauren Dell as a strategic advisor in the firm’s New York office, which includes 37 employees.

Previously, Cozza worked at J.P. Morgan in New York and Philadelphia. He and his team opened J.P. Morgan’s Philadelphia office, building the business to $25 billion in assets under management.

Dell joined Brown Advisory from Katten Muchin Rosenman’s New York office, where she practiced in the firm’s trusts and estates department.

 

Trilogy Financial, which has about 150 advisors and nearly $3 billion in assets, said it recently appointed Ginger Silverman to its board. Silverman is founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint.

“Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values, and her impressive background makes her an excellent contributor to our board,” said Jeff Motske, president and CEO of Trilogy Financial, in a statement.

Silverman has 25 years of experience developing and managing branding, public relations, lead generation and social media campaigns, including work for Prudential, Pizza Hut, Taco Bell, Homebase, Lindora Medical Weight Control and more.

The marketing expert also serves as an educational ambassador for the Advertising Education Federation and is an instructor at Brandman University in Irvine, California.

Trilogy Financial, which is affiliated with LPL Financial, is based in Huntington Beach, California.