People Moves
Who's Moving Where In Wealth Management? – Stratos, FutureVault
The latest moves and appointments in wealth management in the Americas.
Stratos
Stratos Wealth
Holdings, the US firm, has appointed Gary Kuhn as national
business development manager.
Kuhn has more than a decade of business development and financial advisor talent acquisition experience. He started his career in 2013 with MetLife Premier Client Group and later, MassMutual, with its 2016 acquisition of MetLife's advisory unit.
Most recently, Kuhn was business development manager for Nesco Resource, focusing on the fintech and financial services fields.
Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum.
FutureVault
FutureVault, which
provides secure document exchange and digital vault solutions for
financial services and wealth managers, has appointed Clifton
Schaller as its chief growth officer.
Schaller has worked at Capital One, Morningstar, and Nitrogen Wealth (formerly Riskalyze).