The Financial Planning Association has appointed Patrick D. Mahoney, who has served as its interim CEO for the past seven months, its new chief executive officer. The change takes effect Jan. 1, 2021.
Mahoney was formerly an operations executive with S&P Global, the chief marketing officer of IEEE, and former president and CEO of IEEE GlobalSpec.
He also holds four patents in the U.S., Canada and Great Britain.
The permanent appointment was made after a formal search and interview process, according to 2020 FPA President Martin C. Seay.
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Firms continue their quest to attract and retain the best advisor teams.
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The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
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Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
