ATLANTA, April 2, 2015 /PRNewswire/ -- Triad
Advisors, Inc. ("Triad" or "the Firm"), today announced that
Jeffrey L. Rosenthal has been named
Executive Vice President and Chief Marketing Officer, Nathan M. Stibbs has been named Executive Vice
President – National Business Development, and Roger Greenway has been named Executive Vice
President – Business Operations Group. The promotions are effective
April 1, 2015. Triad Advisors is a
leading independent broker-dealer and SEC-Registered Investment
Advisor (RIA) supporting independent hybrid financial advisory
practices and RIA firms. The Firm is a wholly owned subsidiary of
Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
Mark Mettelman, President and
Chief Executive Officer of Triad Advisors, said, "We are very
pleased to announce Jeff, Nate and Roger's promotions and to have
them accept additional responsibilities at Triad. They have each
made exceptional contributions to the growth and success of our
organization, and we look forward to continued expansion under
their leadership. Equally important, these promotions reflect
the continued deepening of our management bench strength as our
Firm continues to reinforce its leadership position in the hybrid
advisor space."
Mr. Rosenthal will be responsible for products, marketing,
partner relationships and advisory services. Since joining Triad in
2003, he has been instrumental in building relationships between
Triad's affiliated advisors and the home office. Prior to joining
Triad, he served as an estate planning specialist with Hartford
Life and before that was an independent financial advisor. He holds
a Bachelor of Science degree in Education from the University of Georgia.
Mr. Stibbs will be responsible for branch development and
expansion and advisor mergers and acquisitions. He
Joined Triad in 2001 and rose to senior vice president,
responsible for coordinating and implementing the efforts of the
firm's marketing, advisor recruiting and transition
departments. He holds a Bachelor
of Business Administration degree from the
University of Georgia.
Mr. Greenway will be responsible for technology, operations and
compliance at Triad. He joined Triad in 2013 where he has been in
charge of back-office operations, technology and advisor
on-boarding. Before joining Triad, he was Vice President – Advisor
Desktop Technology at SunTrust Investment Services and previously
held operations positions at FSC Securities Corp, WMA Securities,
Centennial Capital and Winsoft Software. He holds a Bachelor of
Business Administration degree from Georgia
State University.
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a
national, independent broker-dealer and multi-custodial
SEC-Registered Investment Advisor (RIA) that is an early pioneer
and continued leader in the Hybrid RIA marketplace. The company
provides a comprehensive platform of products, trading and
technology systems, as well as customized wealth management and
practice management solutions to over 600 advisors nationwide, the
majority of whom operate their own Hybrid RIA firms. Recognized as
one of the most successful and fastest-growing independent
broker-dealers in the industry (including being named the leading
broker-dealer for Hybrid RIAs from 2010-2014 by Investment
Advisor Magazine), the company was created expressly around the
vision that independent financial advisors are best served when
they are empowered with the capability to seamlessly integrate fee-
and commission-based services for their end clients. Triad Advisors
is a wholly-owned subsidiary of Ladenburg Thalmann Financial
Services Inc. (NYSE MKT: LTS). For more information, please visit
www.triad-advisors.com.
Media Contact:
Matthew
Griffes / Joseph Kuo
Haven Tower Group LLC
206 402 5853 / 424 652 6521
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.