What You Need to Know
- The additions also include a former executive of E-Trade and Fidelity.
- Scott Leak joins the firm after more than two decades at TD Ameritrade.
- FP Transitions provides valuation, succession planning and practice equity growth services to financial services firms.
Consulting firm FP Transitions added executives to its team who earlier worked for TD Ameritrade and the Financial Planning Association, as well as an executive who worked for firms including E-Trade and Fidelity Investments, the Lake Oswego, Oregon-based company said on Monday.
Each of the executives “brings extensive industry experience and a valuable perspective to the ever-growing” team at FPT, which provides valuation, succession planning and practice equity growth services to firms in the financial services industry, it said.
Scott Leak, a certified financial planner who was named senior consultant, joins FPT after more than two decades at TD Ameritrade, where he helped build what became TD Ameritrade Institutional. He most recently served as director of institutional sales for TD Ameritrade Institutional, from June 2016 until joining FPT last month, according to his LinkedIn profile.
Leak joined TD Ameritrade in 1999 as a new account sales rep, before being promoted to the positions of account manager, sales vice president and senior sales manager.
He will work with Marcus Hagood, who leads FPT’s Equity Management Solutions team. This represents a reunion for the them after they both started their careers and worked together at TD Ameritrade.