Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

4821

Fortigent hires Chad Givens for west coast business development

RELATED TOPICS​

Fortigent, a provider of outsourced wealth management solutions for financial advisers and institutions targeting high net worth clients, has hired 15-year sales veteran Chad Givens.

Most recently in a senior institutional sales position with Thomson Reuters in San Francisco, Givens will head up Fortigent’s west coast business development effort.

"We are delighted to welcome Chad to our team," says Gary Carrai, Fortigent’s senior managing director of consulting and sales. "The wealth management industry is in recovery, with lots of money in motion and a significant number of industry professionals either changing firms or starting their own. As more of these firms focus on delivering a ‘best practices’ solution while containing costs and infrastructure, we increasingly become their ‘go to’ outsourcing solution. The addition of Chad and our opening a West Coast office are strategic steps in meeting this increased demand."

"I am very excited to join an organisation known for its experience and expertise in the high net worth marketplace," adds Givens. "I believe Fortigent is uniquely positioned to help its community of advisors deliver a differentiated wealth management experience, and I am thrilled with our growth plans for the West Coast."

Givens will be based in Fortigent’s San Francisco office.

Latest News

According to the latest ESG data from PwC Luxembourg finds that investment flows towards EU..
Solactive and private equity data provider CEPRES have established a new partnership for to introduce..
New research published today by the CFA Institute Research and Policy Centre analyses the many..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by