People Moves
Who's Moving Where In Wealth Management? - True Private Wealth Advisors, Greenspoon Marder
The latest people moves in wealth management across North America.
True Private Wealth Advisors
Oregon-based financial advisory firm True Private
Wealth Advisors has hired Nanson, Bratt & Colvin Capital
Advisors to the firm's operation.
Based in Portland, Oregon, financial advisors Jason Bratt and David Nanson and client service associate, Ashley Colvin, have joined True from UBS to launch Nanson, Bratt & Colvin Capital Advisors, the firm said in a statement.
Bratt is a founder and senior wealth advisor of Nanson, Bratt &
Colvin Capital Advisors. He is responsible
for providing customized investment solutions to
individuals, families, foundations and small business owners.
Nanson is also a founder and senior wealth advisor of Nanson,
Bratt & Colvin Capital Advisors. Nanson has spent the last
two decades helping families and businesses plan and achieve
their financial goals.
Colvin is a senior client service manager at True Private Wealth Advisors. Her role includes overseeing all operational and compliance functions for Nanson, Bratt & Colvin Capital Advisors.
True Private Wealth Advisors, a Dynasty Financial Partners Network firm, now expands its team to a total staff of 14.
Greenspoon Marder
Law firm Greenspoon
Marder has expanded its international wealth and
asset planning practice in Denver with the addition of
shareholder Edward Brown.
Brown has more than 25 years of experience in areas of comprehensive estate planning, asset protection and taxation.
Around 20 years of Brown's experience, 13 as a shareholder, were with the law firm Engel & Reiman.
