Deals & People July 23, 2007
Clearbrook Advisors Picks New President
Clearbrook Financial, LLC, has named John Galvin, formerly of UBS Wealth Management, as president of its advisory arm, Clearbrook Advisors.
Reported by Adrien Martin
Galvin headed Lincoln Financial’s independent adviser business and helped reengineer the firm’s investment platforms. He spent the lion’s share of his career at Merrill Lynch, where he helped develop the firm’s fee-based business.
Princeton, New Jersey-based Clearbrook Advisors provides oversight and guidance to large domestic and international financial institutions looking for ways to develop or enhance a fee-based offering, and also helps asset managers looking to build up their distribution network.
For more information, visit www.clearbrookfinancial.com.
« NAVA Extends STP Initiative to Independent B-D Distribution Market