Triad Advisors Names Three New Executive Vice Presidents

- Jeffrey L. Rosenthal Promoted to EVP and Chief Marketing Officer; Nathan M. Stibbs Promoted to EVP - National Business Development; and Roger Greenway Promoted to EVP - Business Operations Group -

02 Apr, 2015, 09:15 ET from Triad Advisors, Inc.

ATLANTA, April 2, 2015 /PRNewswire/ -- Triad Advisors, Inc. ("Triad" or "the Firm"), today announced that Jeffrey L. Rosenthal has been named Executive Vice President and Chief Marketing Officer, Nathan M. Stibbs has been named Executive Vice President – National Business Development, and Roger Greenway has been named Executive Vice President – Business Operations Group. The promotions are effective April 1, 2015. Triad Advisors is a leading independent broker-dealer and SEC-Registered Investment Advisor (RIA) supporting independent hybrid financial advisory practices and RIA firms. The Firm is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).

Mark Mettelman, President and Chief Executive Officer of Triad Advisors, said, "We are very pleased to announce Jeff, Nate and Roger's promotions and to have them accept additional responsibilities at Triad. They have each made exceptional contributions to the growth and success of our organization, and we look forward to continued expansion under their leadership.  Equally important, these promotions reflect the continued deepening of our management bench strength as our Firm continues to reinforce its leadership position in the hybrid advisor space."

Mr. Rosenthal will be responsible for products, marketing, partner relationships and advisory services. Since joining Triad in 2003, he has been instrumental in building relationships between Triad's affiliated advisors and the home office. Prior to joining Triad, he served as an estate planning specialist with Hartford Life and before that was an independent financial advisor. He holds a Bachelor of Science degree in Education from the University of Georgia.

Mr. Stibbs will be responsible for branch development and expansion and advisor mergers and acquisitions. He Joined Triad in 2001 and rose to senior vice president, responsible for coordinating and implementing the efforts of the firm's marketing, advisor recruiting and transition departments. He holds a Bachelor of Business Administration degree from the University of Georgia.

Mr. Greenway will be responsible for technology, operations and compliance at Triad. He joined Triad in 2013 where he has been in charge of back-office operations, technology and advisor on-boarding. Before joining Triad, he was Vice President – Advisor Desktop Technology at SunTrust Investment Services and previously held operations positions at FSC Securities Corp, WMA Securities, Centennial Capital and Winsoft Software. He holds a Bachelor of Business Administration degree from Georgia State University.

About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management and practice management solutions to over 600 advisors nationwide, the majority of whom operate their own Hybrid RIA firms. Recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs from 2010-2014 by Investment Advisor Magazine), the company was created expressly around the vision that independent financial advisors are best served when they are empowered with the capability to seamlessly integrate fee- and commission-based services for their end clients. Triad Advisors is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.

Media Contact:
Matthew Griffes / Joseph Kuo
Haven Tower Group LLC
206 402 5853 / 424 652 6521
mgriffes@haventower.com or jkuo@haventower.com

 

SOURCE Triad Advisors, Inc.



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