People Moves

Triad Advisors Makes Triple EVP Appointment

Amisha Mehta Reporter April 6, 2015

Triad Advisors Makes Triple EVP Appointment

Broker-dealer and registered investment advisor Triad Advisors has promoted three familiar faces to executive vice presidents.

Atlanta-headquartered Triad Advisors has promoted Jeffrey Rosenthal to executive vice president and chief marketing officer, Nathan Stibbs to executive vice president – national business development, and Roger Greenway to executive vice president – business operations group.

Rosenthal, who has been with the firm since 2013, will be responsible for products, marketing, partner relationships and advisory services.

Stibbs, who has worked at Triad for almost 15 years, will oversee branch development and expansion, as well as advisor mergers and acquisitions.

Lastly, Greenway, who joined the firm two years ago, will assume responsibility for technology, operations and compliance.

“They have each made exceptional contributions to the growth and success of our organization, and we look forward to continued expansion under their leadership,” said Triad Advisors' president and chief executive, Mark Mettelman.

Triad Advisors serves over 600 advisors nationwide – most of whom operate their own broker-dealer and registered investment advisor, also known as a “hybrid RIA” firm.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes