Dynasty Financial Partners has added Concentus Wealth Advisors – formerly of Wells Fargo Advisors - to its network.
Dynasty Financial Partners has added Concentus Wealth Advisors – formerly of Wells Fargo Advisors - to its network in Philadelphia.
The five-strong team previously operated as Strid Wealth Management Group and consists of: Erik Strid, principal; Gerald Strid, principal; Paul Strid, principal; Nathan Hayward, director; and Thomas Greco, director.
The newly-formed RIA will use Dynasty's investment platform and Envestnet's portfolio tools and reporting technology. Charles Schwab will provide clearing and custody services.
With over 20 years of industry experience, Erik Strid guides the overall investment planning and portfolio strategy for Concentus.
Meanwhile, Gerry Strid leads the team with over 40 years of experience in the financial services industry. He spent the majority of his career as a financial advisor at Merrill Lynch, before leaving to form Strid Wealth Management in 2003.
Paul Strid manages the day-to-day operations of the team and joined Strid Wealth Management in 2003. He spent three years working for Credit Suisse First Boston in New York on the firm's institutional sales desk and then as director of global equities information technology.
Prior to joining Strid Wealth Management in 2008, Hayward worked with the Kessler Baker Wealth Management Group. Lastly, Greco joined Strid Wealth Management in 2010, with 12 years of experience in the financial services industry. He previously worked with The Vanguard Group and Turner Investment Partners.
Dynasty Financial Partners develops, sources and integrates wealth management technology solutions for independent investment advisor teams.