Mike Carroll

by | Jul 6, 2022

Mike Carroll Private Client Consultant Michael has achieved an impressive financial services industry career, punctuated by leadership positions with an emphasis on business development and advisor engagement. Michael’s career highlights include Manager,...

Ben Hassett

by | Jul 6, 2022

Ben Hassett Chief Revenue & Relationship Officer  Ben has amassed an impressive resume, boasting roles within both the independent and wirehouse space. His previous leadership positions include Internal Regional Director Business Development at LPL Financial and...

Brian Selfridge

by | Jul 6, 2022

Brian Selfridge Senior Vice President, Corporate Services Brian holds significant expertise working with key decision-makers in financial services,  from C-suite executives at the largest international conglomerates into the mid-market through main street business...

JC Young

by | Jul 6, 2022

JC Young Executive Vice President, Chief Operating Officer JC holds more than 30 years of senior leadership expertise in business development. In particular, JC’s capability to serve financial advisors by aligning their practice vision with the ideal recruiting...