Kenneth J. Gimbel, who managed more than $400 million at CIBC Private Wealth Management in Chicago, has joined Stratos Wealth Advisors, a unit of Beachwood, Ohio-based Stratos Wealth Holdings.
Gimbel, who has more than 50 years of wealth management experience, was previously a partner at Geneva Investment Management before it became part of CIBC in 2017, Stratos said in a press release Wednesday.
Gimbel specializes in developing specifically tailored asset management programs for large and complex trusts and investment relationships.
He also spent 15 years in Harris Bank’s Wealth Group and was director of pension fund investments for automotive supplier BorgWarner Inc.
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
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From direct lending to asset-based finance to commercial real estate debt.
