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 leadership team at Advisor Credit Exchange has experience in executive consulting, investment banking, and CEO positions. They have also been educated at Yale University in economics and political science.

Leadership Team

About

Other teams at Advisor Credit Exchange

CEO and Executive Team