Composition Wealth, a national registered investment advisor enterprise with over $10 billion in assets and 125 employees nationwide, has appointed Meghan McCartan as Chief Marketing Officer as the firm continues to expand its leadership team and accelerate growth initiatives. McCartan joined the firm at the end of January in a newly created role designed to strengthen digital-first marketing strategies and advisor growth efforts.
The Los Angeles-headquartered firm said the addition of McCartan reflects a broader deepening of its management bench as it advances the next phase of its growth vision. Founded in 2007, Composition Wealth has built a nationwide network of wealth advisors focused on delivering customized planning strategies and comprehensive services to high-net-worth individuals, families, and business owners.
McCartan brings 25 years of experience across the RIA, wealthtech, and custodian segments of the industry. She most recently served as Chief Marketing Officer at Hightower Advisors, where she led advisor-facing marketing, thought leadership initiatives, events, and corporate and M&A-related programs. Over the course of her career, she has developed and led marketing teams that drive organic growth, enterprise expansion, and high-performing, award-winning campaigns.
In her new role at Composition Wealth, McCartan will focus on building digital-first strategies to support advisor growth and elevate the firm’s brand in the marketplace. The firm positions itself as a business partner and destination of choice for high-net-worth-focused financial advisors seeking a collaborative, forward-looking team model supported by integrated expertise in investments, tax planning, estate strategies, and retirement planning.
Chief Executive Officer Nate Angelo said the leadership appointment is part of a broader strategy to enhance the firm’s capabilities across both organic and inorganic growth initiatives, reinforcing its position as a national-scale enterprise with a high-energy culture centered on innovation.
Composition Wealth maintains team locations in Baltimore/Washington, Chicago, Columbus, New York, San Diego, San Francisco, and Seattle, in addition to its Los Angeles headquarters.
KEY QUOTES:
“Our addition of a C-suite leader of Meghan’s caliber to our firm is part of a broader deepening of our management team and the next phase of our growth vision. Her talents are well-known across the wealth management space and will be invaluable to our team as we accelerate both our organic and inorganic growth initiatives. We will leverage McCartan’s expertise to expand on our position as the destination of choice for financial advisors seeking a high-energy culture that thrives on innovation within an enterprise that operates on a national scale.”
Nate Angelo, CEO of Composition Wealth
“I was extremely precise and deliberate in choosing my next career opportunity. When I met with Nate Angelo and the Composition Wealth team, I felt an immediate connection to their vision as well as their culture and knew this would be a perfect fit. The firm’s straightforward, no-jargon culture and collaborative team approach for how financial advisors serve clients is refreshing. I’m looking forward to helping advisors tell their stories in ways that create new opportunities for engagement with existing and new clients, while working across business units to extend marketing partnership to finance, M&A, technology, advisor growth and the entire executive team.”
Meghan McCartan, Chief Marketing Officer of Composition Wealth
