Cetera Increases Investment in Advisory Business with Multiple Key Hires

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SAN DIEGOMay 16, 2024 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it has expanded its investment in advisory solutions with several key hires.

The four new team members bolster Cetera’s expertise delivering advisory solutions, capitalizing on Cetera’s scaled platform, community support, and business management programs. The team expansion represents the latest milestone in Cetera’s efforts to accelerate the delivery of expanded options to meet the evolving needs of financial professionals across the industry.

The increased investment in advisory business follows industry recognition of Cetera’s fastest-growing advisory platform, My Advice Architect ® (MAA), which earned Money Management Institute (MMI)/Barron’s Wealth Manager Platform of the Year Award for its innovative Manager Program. Following that recognition, Genstar completed its reinvestment in Cetera, which enables ongoing deployment of capital to support Cetera’s continued expansion through organic growth, M&A and new markets. In addition, Cetera fortified its commitment to helping its advisors grow organically with the introduction of the “Growth Guarantee” in early 2024.

The new additions to the team are:

  • Logan Galli, Head of Advisory Business Consulting, who joined Cetera late in 2023. Galli leads the sales organization as well as multiple units within Advisory Business Consulting, including External & Internal Sales, Advanced Planning, and Financial Planning support. Previously, he served as Senior Vice President, Head of Distribution at LPL Financial, where he was responsible for the firm’s customer acquisition and engagement platform, subscription services platform, and revenue and subscriber growth.
  • Amy Rehn, Managing Director, Investment Solutions, who brings nearly 25 years of financial services experience, including the past 17 years serving multiple roles within the Osaic network. She joined Triad Advisors in 2007, where she served as COO and CMO of the firm’s Hybrid Solutions model prior to being acquired by Osaic in 2020. She served as Senior Vice President, RIA Custody Platform, where she was responsible for the development and ongoing management of the advisory platforms leveraged by two multi-custody corporate RIAs.
  • Brian Lampron, Managing Director of RIA Solutions, who previously spent 18 years at Commonwealth Financial in multiple leadership roles, including Vice President of Advisory Services, where he oversaw the firm’s advisory platforms and third-party asset management programs. In his most recent role as Vice President of RIA Services, he successfully launched, developed, and led a team for the RIA Services business unit.
  • Jon Myczka, Managing Director of RIA and Advisory Digital Experiences, who brings a broad base of wealth management and digital strategy and execution experience, including roles at Ally Financial and TD Ameritrade. At Ally Financial, he oversaw the group that managed self-directed trading, Robo Portfolios, and Wealth Management digital solutions. At TD Ameritrade, he drove the vision, prioritization, and execution for web and mobile experiences across Robo and Wealth Management products and solutions.

“As we evolve our offerings and services for financial professionals, institutions, RIAs and their clients, the team is stronger than ever and well positioned for long-term growth and success,” said Kerry Pierce, CFP®, Senior Managing Director, Head of Investment Advisory Solutions at Cetera. “These hires round out an already formidable team that is poised to continue to lead Cetera as a destination of choice for independent advisors. I am pleased to welcome these talented individuals to Cetera, where they will play key leadership roles in delivering innovative solutions and services that support financial professionals focused on advisory business.”

About Cetera 

Cetera Financial Group, which is owned by Cetera Holdings (collectively, Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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