Advisers Steve Kanteliotis, Stephen Gitter and Frank Brodsky, who managed $500 million at Wells Fargo Advisors in Philadelphia, have joined the Alex. Brown division of Raymond James.
The trio’s team includes Michael Gambol, the practice’s business manager, and Frederick Daniels, an investment portfolio associate.
Kanteliotis started his career at Prudential Securities and moved to Wells Fargo in 2005.
Gitter has been in the financial services industry for 39 years, starting at Drexel Burnham. He has worked at Prudential Securities, Morgan Stanley and Wachovia Securities, which was acquired by Wells Fargo Advisors in 2008.
Brodsky started in the financial services industry in 1956 and also worked at Drexel Burnham. He joined a predecessor of Wells Fargo in 1989.
See more Advisers on the Move here.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
