The US wealth manager said its recruitment of a team from a private bank is one of the largest such breakaway moves in years.
The team of five people, which has launched with an office in Washington DC, includes:
-- Christopher F Tate, partner, wealth strategist;
-- Michael J Sellers, partner, portfolio manager;
-- Benjamin A Hilyard, partner, fiduciary specialist;
-- Aaron J Wall, partner, portfolio manager; and
-- Ashley Connor, client service associate.
"The team represents one of the largest teams of wealth managers to leave a private bank in recent history,” Fidelis said in a statement.
Christopher Tate said Fidelis Capital “operates as an outsourced family office.”
Fidelis Capital has offices in Tampa, Dallas, and Washington DC.