Jeff Rosenthal Named President And CEO Of Triad Advisors
- Appointment Effective January 1, 2016 -
- Mark Mettelman, Co-Founder and Current President and CEO, to Remain with Firm as Chairman and Provide Strategic Leadership -
18 Dec, 2015, 09:00 ET
ATLANTA, Dec. 18, 2015 /PRNewswire/ -- Triad Advisors, Inc. announced today that Jeff Rosenthal will become the firm's President and CEO, effective January 1, 2016. In this role, Mr. Rosenthal, who currently serves as the firm's Executive Vice President and Chief Marketing Officer, will assume leadership of Triad Advisors' management team and continue the firm's mission of providing exceptional service to its affiliated advisors across the country. Triad Advisors is a leading independent broker-dealer supporting independent hybrid financial advisors and registered investment advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
As part of this leadership succession plan, Mark Mettelman, Triad Advisors' current President and CEO, will transition to the role of Chairman, continuing to provide strategic guidance going forward. Mr. Mettelman co-founded Triad Advisors in 1998, and continued to serve as the firm's leader following its acquisition by Ladenburg Thalmann Financial Services Inc. eight years later. Triad Advisors has operated as a stand-alone business with its own unique brand and autonomous management team ever since.
Since he joined Triad in 2002, Mr. Rosenthal has worked across a range of senior leadership roles at the firm. In his most recent role as Executive Vice President and Chief Marketing Officer, Mr. Rosenthal has led the marketing, practice management and education, due diligence, and advisory services teams, ensuring that affiliated advisors experienced a best in class wealth management solution accompanied with a focus on strong interpersonal relationships.
Mark Mettelman said, "Over the years, I've had the privilege of growing Triad Advisors in tandem with the advisor businesses we serve. Now, with our firm extremely well positioned for future success, we have reached an opportune time to pass the torch to a new generation of highly qualified leaders as part of our next stage of development. I'm pleased to transition the reins of day-to-day leadership to Jeff Rosenthal, a seasoned Triad executive who is uniquely qualified to capitalize on the many opportunities ahead. Jeff not only has the respect and trust of our advisors and a deep passion for service, but also possesses a great understanding of our industry. I'm also excited about my continued involvement with Triad Advisors in my new strategic oversight role, and I look forward to commencing this new chapter at our firm."
Jeff Rosenthal said, "It is an honor and a privilege to succeed Mark Mettelman as President and CEO. Mark is a true industry pioneer in his early recognition of the importance of providing independent advisors with maximum flexibility in their choice of business model. His success in establishing and building Triad Advisors more than speaks for itself, as does his role in defining the independent hybrid advisor space as it stands today. As we move forward, I am delighted to know that our leadership team and the advisors we serve will be able to continue to rely on Mark's expertise and strategic guidance in the years to come."
Richard Lampen, CEO of Ladenburg Thalmann Financial Services, Inc., said, "This seamless leadership evolution is a reflection of the deep bench that Mark Mettelman developed at Triad Advisors, as well as the firm's continued commitment to provide world-class client service and, as a result, achieve consistent growth. We congratulate Jeff on his new role and look forward to working with him and Mark as the firm builds on its strong reputation as one of the top destinations of choice for independent hybrid advisors and RIA firms across the country."
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 solutions. 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), 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.
Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS, LTS PrA) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg's subsidiaries include industry-leading independent broker-dealer firms Securities America, Inc., Triad Advisors, Inc., Securities Service Network, Inc., Investacorp, Inc. and KMS Financial Services, Inc., as well as Premier Trust, Inc., Ladenburg Thalmann Asset Management Inc., Highland Capital Brokerage, Inc., a leading independent life insurance brokerage company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.
Matthew Griffes / Joseph Kuo
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SOURCE Triad Advisors, Inc.
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