Farther, a leading technology-centric wealth management firm, announced 32 new strategic hires and the firm’s AUM surpassed $3 billion. These new strategic hires strengthen Farther’s ability to deliver its first-of-its-kind wealth management approach that combines custom-built, world-class technology with the bespoke financial expertise of a traditional wealth advisor.
Joining the Farther team are Gary Corderman, Robert Davenport, Jonathan Doshier, Jeffrey Hawkins, Jeffery Kernodle, Janet Kohrmann, Jonathan Lamb, Chad Rishel, Mitch Simkins, and Rian Waterman – all top-tier advisors from Goldman Sachs’ former Personal Financial Management unit, which brings on $649 million in assets under management.
Also expanding the company’s footprint, Farther is welcoming team members from Universal Value Advisors in Reno, Nevada: Joshua Barone, Robert Barone, and Andrea Knapp Nolan, who collectively manage $91 million in assets.
The 2024 lineup of newly onboarded wealth advisors – who collectively bring substantial experience in the wealth management space to Farther – also includes Nate Bosek, Barbara Dugan, Brian Fleming, Terence Gallagher, Michael Hudson, Edward Jenkins, Dan Kellar, Herbert Kyles, Michael Lambrecht, Louis Llanes, Tyson Lokke, Jonathon Mason, Tony Price, Eleanor Ray, Kevin Roche, Lauren Russo, Chris Tarkowski, Jason Taylor, and James Ulrick.
As Farther continues rapid growth, its expert wealth management team – encompassing experienced wealth advisors and elite client experience professionals – remains committed to providing clients with dynamic and actionable financial advice, all seamlessly implemented through the Farther platform.
KEY QUOTES:
“We are excited to continue building the most advisor-centric firm in the industry and welcome this group of talented and experienced wealth advisors to Farther. These individuals all bring unique and deep expertise and perspectives to our talented roster, which allows us to deliver insightful financial advice and tailored investment opportunities to our clients across the country. We look forward to continuing to build and enhance our firm with world-class talent.”
– Taylor Matthews, CEO & Co-Founder of Farther
