From Pulse 2.0 · Amit Chowdhry · · 50s
WealthStream Names Larry Roth To Strategic Advisory Board
WealthStream appoints Larry Roth to strategic advisory board for enterprise strategy.
In brief
WealthStream appoints Larry Roth to strategic advisory board for enterprise strategy. WealthStream appoints Larry Roth to strategic advisory board to scale planning standards across wealth management firms. Originally reported by Pulse 2.0.
WealthStream appoints Larry Roth
WealthStream appointed Larry Roth to its Strategic Advisory Board as the company expands its Advice Intelligence platform across the wealth management industry.
Roth's background
Roth is Founder and Managing Partner of Ascentix Partners, a growth strategy consultancy serving wealth management enterprises, wealthtech platforms, and private market solutions providers.
Roth's previous roles
He previously served as CEO of Advisor Group, now Osaic, and Cetera Financial Group, two large independent wealth management organizations.
Roth's role at WealthStream
At WealthStream, Roth will advise the leadership team on enterprise strategy, market development, and strategic partnerships.
In short
WealthStream appoints Larry Roth to strategic advisory board to scale planning standards across wealth management firms.
