These nine men and women represent the best chief marketing officers and chief technology officers at technology firms that support financial advisors.
The partnership with Dunston Financial Group is Moneta's second move into the Denver area in two months, marking the first expansion out of St. Louis in the company's history.
Lake Avenue Financial's CEO Alex Chalekian will also become Integrated Partner's Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning.
Private Wealth Advisors alleged that the two breached contract by using the firm's information to build a new business, according to the Pennsylvania Record.