Kevin J. McDermott and John G. Kane, whose team managed $366 million at Citadel Federal Credit Union in suburban Philadelphia, have created Delphi Wealth Management Group and affiliated with Lincoln Financial's independent broker-dealer.
Delphi, headquartered in West Chester, Penn., also includes brokers Andrew Norton and Amada Juisti, who also had been affiliated with CUSO Financial Services, the broker-dealer that served Citadel.
Mr. McDermott and Mr. Kane had spent their careers at Citadel, joining in 1991 and 2000, respectively.
Mr. Norton began his securities career at MetLife Securities in 2010 and moved to Citadel in 2014. Ms. Juisti joined Citadel in 2014.