Fortigent Continues to Focus on Growth

ROCKVILLE, Md., March 16 /PRNewswire/ -- Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients, announced today that it is reinforcing its commitment to growth with the hiring of 15-year sales veteran Chad Givens. Most recently in a senior institutional sales position with Thomson Reuters in San Francisco, Mr. Givens will head up Fortigent's West Coast business development effort.

"We are delighted to welcome Chad to our team," said Gary Carrai, Fortigent's Senior Managing Director of Consulting and Sales. "The wealth management industry is in recovery, with lots of money in motion and a significant number of industry professionals either changing firms or starting their own. As more of these firms focus on delivering a 'best practices' solution while containing costs and infrastructure, we increasingly become their 'go to' outsourcing solution. The addition of Chad and our opening a West Coast office are strategic steps in meeting this increased demand."

"I am very excited to join an organization known for its experience and expertise in the high net worth marketplace," said Chad Givens. "I believe Fortigent is uniquely positioned to help its community of advisors deliver a differentiated wealth management experience, and I am thrilled with our growth plans for the West Coast."

Chad earned a Bachelor's degree in History from Brown University and is married with twin boys. He will be based out of Fortigent's San Francisco office.

About Fortigent.   Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent's web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources. For more information, visit www.fortigent.com.

SOURCE Fortigent, LLC