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Financial advisor John Poulos was fired from Vanguard and stripped of his CFP designation after being arrested for a homicide near Bogota, Colombia. He was caught in Panama on his way to Turkey, according to reports.
Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.
Keith Glenfield will take over Hans’ previous position as head of the firm’s Northeast division, while Nancy Fahmy will oversee Glenfield’s Investment Solutions division while also continuing her role heading Alternative Investments.