US Wealth Management (USWM) – a network of wealth managers providing financial advice and custom-tailored wealth planning strategies to clients across the country – has appointed Christian Widen as managing director and head of corporate development, effective immediately.
Widen will be based out of New York City and report directly to John Napolitano, CEO of US Wealth Management.
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Widen will lead strategy and execution around the recruitment of independent financial advisory practices throughout the nation to the US Wealth Management platform, which provides a spectrum of resources for independent advisors seeking to grow their practices, including turnkey asset management capabilities, back and middle office support, practice management, advanced marketing support, tailored coaching for growth and business succession planning.
Widen’s focus is on adding fee and commission-based independent financial advisory practices with approximately US$50 million to US$100 million in assets under management (AUM) to US Wealth Management. The firm expects to reach at least US$1 billion in total advisory/brokerage recruited AUM by the middle of next year.
Widen, most recently, served as a director at Pershing Advisor Solutions, where he delivered highly customised solutions on a consultative basis to financial advisors on trading technologies, capital markets solutions, portfolio management systems and practice management and succession planning strategies. Previously, Widen worked in senior roles supporting financial advisors with RBC Advisor Services, JP Morgan and Fidelity Institutional Wealth Services. He has also served in the past as a branch manager with US Wealth Management’s offices in the Greater Boston area.
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