1st Global Hires Laurie Stack to Lead Enterprise Initiatives
DALLAS--(BUSINESS WIRE)--Feb 7, 2019--1st Global, an independent wealth management partner to exceptional CPA wealth management firms and financial advisors, today announced the addition of accomplished industry executive Laurie Stack to its senior leadership team. As assistant vice president and head of enterprise initiatives, Stack will be responsible for planning and executing key strategic initiatives across the organization and leading the company’s Enterprise Project Management Organization. She will report directly to Chief Operating Officer Paul Stewart and work closely with company President David Knoch.
“We are thrilled to add Laurie to our executive leadership team,” said David Knoch, president of 1st Global. “1st Global is continuously seeking ways to grow our footprint and enhance the advisor experience we deliver to affiliate CPA and wealth management firms. We believe the depth of Laurie’s skills and her experience at some of the industry’s largest firms brings invaluable expertise to our company.”
Stack brings more than 20 years of experience driving successful programs in wealth management, including business development, recruiting, relationship management, training and business operations, to her new post at 1st Global. Formerly she held several senior-level positions at some of the industry’s most respected wealth management companies, including Director of Recruiting and Head of Business Development at Wealth Consulting Group, Senior Vice President and Head of Relationship Management at Cetera Advisors, Executive Director and Head of Internal Recruiting and Transition Services at Oppenheimer, and Senior Vice President, Governance, Risk and Compliance at LPL Financial Services.
As the executive overseeing enterprise initiatives, Stack will be responsible for enhancing the new advisor onboarding experience, identifying and installing an advisor dashboard and exploring business expansion opportunities through additional affiliation models and service areas. Stack will also assist in providing succession support and guidance to affiliated firms, as well as executing enhanced customer retention strategies.
“I’m excited to be joining 1st Global at such an important time,” Stack said. “The company is focused on offering best-in-class enterprise solutions to the CPA and financial advisors we support. I very much look forward to working with these firms and ensuring they have every opportunity to succeed and grow.”
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
Securities are offered through 1st Global Capital Corp. which is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.
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CONTACT: Ryan George
KEYWORD: UNITED STATES NORTH AMERICA TEXAS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES ACCOUNTING CONSULTING FINANCE
SOURCE: 1st Global
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PUB: 02/07/2019 08:14 AM/DISC: 02/07/2019 08:14 AM