Deals & People January 12, 2010
Asset Dedication Hires Director of Advisor Solutions
Asset Dedication, LLC, a provider of asset allocation strategies for
independent financial advisers, hired Tony Parkin to focus on
developing its business within the adviser marketplace.
Reported by Ellie Behling
As director of Advisor Solutions, Parkin will manage client relationships and build out Asset Dedication’s day-to-day service capabilities, the company said.
Previously, Parkin was regional vice president of Business Consulting at Bellatore LLC, where he helped lead the business consulting team for Bellatore’s turnkey asset management division and expanded Bellatore’s business in the Western region, according to an announcement. Prior to that, Parkin spent more than eight years at Schwab Institutional, most recently as senior key accounts manager, serving investment advisory firms in Northern California.
Asset Dedication describes itself as a goals- and time-based wealth management platform that provides independent investment professionals and their retirement-oriented clients a path to retirement income predictability.
Previously, Parkin was regional vice president of Business Consulting at Bellatore LLC, where he helped lead the business consulting team for Bellatore’s turnkey asset management division and expanded Bellatore’s business in the Western region, according to an announcement. Prior to that, Parkin spent more than eight years at Schwab Institutional, most recently as senior key accounts manager, serving investment advisory firms in Northern California.
Asset Dedication describes itself as a goals- and time-based wealth management platform that provides independent investment professionals and their retirement-oriented clients a path to retirement income predictability.