Broker team managing $200 million joins group linked to LPL
Boston-based advisers leave Northwestern Mutual for firm overseen by PAG.
John Mara and Shaun Feldeisen, Boston-based advisers who managed $200 million in assets at Northwestern Mutual Investment Services, have joined Bleakley Financial Group. The team’s four-person support staff also made the move.
Bleakley is overseen by Private Advisor Group (PAG), an office of supervisory jurisdiction affiliated with LPL Financial’s broker-dealer and corporate and hybrid RIA platforms.
(More: See more adviser moves in InvestmentNews‘ Adviser on the Move database.)
Mr. Mara had been affiliated with Northwestern Mutual for his entire career, which began in 1998.
Mr. Feldeisen began his career at Northwestern Mutual in 2005.
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