https://www.fa-mag.com/news/stratos-expands-team-69887.html
Financial advisor Kenneth J. Gimbel has joined Stratos Wealth Advisors, a financial firm based in Beachwood, Ohio, the firm announced today. Gimbel's clients have $400 million in assets under management, Stratos announced.
He was previously with CIBC Private Wealth Management in Chicago, where he was a managing director and senior relationship manager. He has more than 50 years of wealth management experience and specializes in developing specifically tailored asset management programs for large and complex trusts and investment relationships, Stratos said. Stratos Wealth Advisors manages more than $2.2 billion in advisory assets.
Gimbel was previously a partner at Geneva Investment Management before it became part of CIBC in 2017. He also spent 15 years in Harris Bank's Wealth Group, where he worked with ultra-high-net-worth clients.
Комментарии