Cetera Financial Group, a premier financial advisor Wealth Hub, announced that it has expanded its investment in advisory solutions with several key hires.
The four new team members support Cetera’s expertise delivering advisory solutions, capitalizing on Cetera’s scaled platform, community support, and business management programs. And 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), for its innovative Manager Program. Following that recognition, Genstar completed its reinvestment in Cetera, enabling ongoing deployment of capital to support Cetera’s continued expansion through organic growth, M&A, and new markets. Plus, Cetera fortified its commitment to helping its advisors grow organically by introducing the “Growth Guarantee” in early 2024.
The new additions to the team are:
1.) Logan Galli, Head of Advisory Business Consulting, who joined Cetera late last year. Galli leads the sales organization and multiple units within Advisory Business Consulting, including External & Internal Sales, Advanced Planning, and Financial Planning support. Previously, he served as Senior Vice President and Head of Distribution at LPL Financial, responsible for the firm’s customer acquisition and engagement platform, subscription services platform, and revenue and subscriber growth.
2.) Amy Rehn, Managing Director, Investment Solutions, brings nearly 25 years of financial services experience, including 17 years serving multiple roles within the Osaic network. She joined Triad Advisors in 2007, serving as COO and CMO of the firm’s Hybrid Solutions model before being acquired by Osaic in 2020. She was Senior Vice President of the RIA Custody Platform, responsible for developing and maintaining the advisory platforms leveraged by two multi-custody corporate RIAs.
3.) 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.
4.) Jon Myczka, Managing Director of RIA and Advisory Digital Experiences, 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 of web and mobile experiences across Robo and Wealth Management products and solutions.
Home to over 12,000 financial professionals and their teams, Cetera oversees over $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024.
KEY QUOTE:
“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. 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.”
- Kerry Pierce, CFP, Senior Managing Director, Head of Investment Advisory Solutions at Cetera
