The Wealth Management Industry has evolved over the last 20+ years to be increasingly more advice-driven and consultative in nature in the way Financial Advisors, Bankers, and Wealth Managers approach their clients. At least this is true for asset management and investments and perhaps other products (e.g. protection/ insurance) as driven through Advisor platforms, financial and estate planning tools, and overall resource and support for the Advisors.

Finance

Advisor Credit Exchange

J.P. Connellan

Ugo Lancellotti

Paul Donovan

Frank Brescia

The executive team at Advisor Credit Exchange has a history of working in the financial industry and consulting. They have experience working at Goldman Sachs, as well as founding their own companies. The team is highly educated, with degrees from Yale University in Economics & Political Science.

CEO and Executive Team

About

Other teams at Advisor Credit Exchange

Leadership Team