Team managing $263 million at INVEST joins Commonwealth Financial Network
Hybrid firm Riverstone Wealth Partners based in St. Charles and Naperville, Ill.
Riverstone Wealth Partners, which manages $263 million, has switched affiliation from INVEST Financial to Commonwealth Financial Network.
The hybrid firm is based in St. Charles and Naperville, Ill.
Riverstone is led by partners Jodi Manthei, Ken Koppitz and Nancy Hayes, along with wealth adviser Kimberly Mika.
Jody Manthei began her securities career in 1983 at Merrill Lynch. She affiliated with INVEST in 1988. Ken Koppitz began his career in 1991 and joined INVEST in 1992. Nancy Hayes joined Merrill Lynch in 1982 and left for INVEST with Ms. Manthei in 1988.
INVEST, part of National Planning Holdings, was acquired by LPL Financial last August.
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