Efficient Advisors Names Nicole Newlin President
Industry leader to develop growth strategy
PHILADELPHIA, April 26, 2016 /PRNewswire/ -- Efficient Advisors, LLC is pleased to announce the hiring of Nicole Newlin as president of the firm as of March 14, 2016. Efficient Advisors, based in Philadelphia Pa., is a Turnkey Asset Management Program provider (TAMP) and ETF strategist that helps advisors build and manage portfolios from a fiduciary perspective. Newlin's will be an important voice on Efficient Advisor's executive team in setting and implementing corporate strategy, and she will have broad responsibility across various functional areas of the firm.
Newlin has a unique and extensive blend of experience in helping financial advisors develop efficient, scalable businesses from both an investment-management and practice-management perspective. She held high-profile roles on the executive teams at two large, well-known TAMP firms, where she was instrumental in setting and executing corporate strategy as well as developing leading-edge service and support infrastructure to help advisors maximize their time and, ultimately, their success.
Most recently, Newlin was a partner at Pathfinder Strategic Solutions, where she helped advisors nationwide to re-engineer and optimize their firms' overall client experience, as well as develop and execute client acquisition strategies.
Newlin's unique background, ranging from the executive boardroom to hands-on interaction with advisors in solving real-world challenges, makes her the perfect fit to spearhead Efficient Advisor's efforts to enhance and expand its service offering.
ABOUT EFFICIENT ADVISORS
Efficient Advisors is a privately held SEC Registered Investment Adviser, TAMP and strategist that creates portfolios ready for the emerging fiduciary environment, and fields a successful 3(38) offering for retirement-plan advisors. Founded in 2009 and headquartered in Philadelphia, Efficient Advisors has $1.2 Billion in assets under management and administration as of March 30, 2016. Efficient Advisor's open-architecture platform, low-cost portfolios and practice-management tools are designed to help independent advisors serve their clients' best interests effectively while helping their businesses to thrive. For more information, visit www.efficientadvisors.com.
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SOURCE Efficient Advisors, LLC
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