As a part of RPg, the team will have access to the investment management solution aggregator,
All team members have ample experience in the financial services industry. As a first vice president senior portfolio manager at
“Travis is a preeminent portfolio manager and is very well known in the industry. Don has deep fixed income experience and Stacy is a key addition as we continue to deepen the bench in financial planning. All have outstanding track records and reflect our client driven values. This expansion demonstrates our ongoing commitment to provide institutional level resources to high net worth families,” Gatti said in a statement.
Started in 2011, RPg is based in
|Copyright:||(c) 2012 Financial Planning. All rights Reserved.|
|Source:||Source Media, Inc.|