Both practices joined Kuttin Wealth Management,
led by Ameriprise Private Wealth Advisors Jon Kuttin and Jake
Dunlap
Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two
practices managing a combined $1.1 billion in assets joined the
firm for its client-first culture, growth potential, and
comprehensive financial planning capabilities. Financial advisors
Richard Kersting, from 1879 Advisors, and Vincent
Gianatasio, from Cadaret, Grant & Co., Inc., have joined
Ameriprise. Both practices are based in New York and joined
Kuttin Wealth Management, a well-established team within
Ameriprise’s independent channel led by Barron’s Hall of Fame
advisor and CEO Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®,
CRPS® and Private Wealth Advisor and President Jake
Dunlap.
Eighteen months of research led Kersting’s team to Ameriprise
and Kuttin Wealth
Kersting’s team, which manages $950 million in client assets,
evaluated the marketplace over 18 months, looking for a firm to
support their independent model. They felt that Ameriprise’s
extensive suite of tools and capabilities – coupled with the
infrastructure and growth opportunities within Kuttin Wealth
Management – presented an unrivaled opportunity.
Reflecting on the transition, Kersting said, “After doing
extensive research, we found Ameriprise checked all of the boxes
that we were looking for. The firm has an amazing corporate culture
and a comprehensive financial planning process that incorporates
cutting-edge technology into their platform.
“After meeting Jon and Jake, it was very clear why Kuttin Wealth
is one of the fastest growing teams in the industry. The culture
and the growth rate they have been able to achieve is nothing short
of extraordinary. Kuttin Wealth’s culture – along with the tools
and support of Ameriprise and being able to keep our independent
status – is a powerful combination for our clients,” Kersting
added.
Kersting’s team includes financial advisors Bette-Ellen Weiss,
James Loehle, Nicholas Loehle, Peter Dedel, Tom Cortese, Tyler
Palumbo, Bryan Covert, and Michael Collins, and support staff
Alexandra Kersting, Deborah O’Reilly, Melissa Hourihan, Tracy
Benovitz, Lori Douglass, Rosemarie Reyes, and Ariana Cartagena.
40-year veteran advisor decides to finish out his career with
Ameriprise and Kuttin Wealth
Gianatasio, who manages $192 million in client assets, has spent
the last few years thinking about how he wants to serve his clients
through the remainder his career.
“I wanted to align with a firm that could continue my legacy of
providing clients with comprehensive financial planning advice
wrapped in a great service experience, and I’m delighted to join
Ameriprise and Kuttin Wealth because those areas are their
strengths,” said Gianatasio. “I am proudly and confidently able to
enhance my client experience today and into the future using their
resources and innovation.”
Kuttin Wealth eyes continued growth
Kuttin Wealth Management has doubled its headcount in the last
year, with more than 100 professionals now serving their clients
out of 15 office locations. The team has ambitious goals to grow
both organically and through additional acquisitions.
Reflecting on the team’s growth, Kuttin said, “Our vision at
Kuttin Wealth Management is to be the premier destination for elite
advisors to grow their businesses and develop as leaders. We’ve
achieved significant growth by having an intense focus on coaching
our people to provide best-in-class service to our clients. Richard
and Vincent exemplify what we look for in advisor
partnerships.”
“We attract talented advisors like Richard and Vincent because
they recognize how we operationalize and create capacity for
growth. We pride ourselves on being a great choice for advisors who
are ready for a change, whether they are in growth mode or
approaching retirement, knowing that their clients will be
well-cared for in the years to come. We are always open for
business to other advisors who want the power of Kuttin Wealth and
Ameriprise behind them,” added Dunlap.
Ameriprise has continued to attract experienced, productive
advisors, with approximately 1,700 joining the firm in the last 5
years.1 To find out why experienced financial advisors are joining
Ameriprise, visit ameriprise.com/why.
About Kuttin Wealth Management
Jonathan Kuttin is the founder and CEO of Kuttin Wealth
Management, a nationally recognized financial advisory practice of
Ameriprise Financial headquartered in Hauppauge, New York. Kuttin
established the team in 1994 with two other professionals and has
grown Kuttin Wealth Management to approximately 100 professionals
who work from multiple offices in and outside New York State. The
team, which has ranked consistently as one of the top advisory
practices in the nation for over 10 years, is one of the largest
financial planning firms on Long Island and manages more than $5.1
billion in client assets. Matthew Roesser supports the team
as their Ameriprise senior field vice president.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel
confident about their financial future for more than 125 years.
With extensive advisory, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors, we have the strength and expertise to serve the
full range of individual and institutional investors' financial
needs.
Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and
federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
___________________ 1 Ameriprise Financial 2020 10-K.
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version on businesswire.com: https://www.businesswire.com/news/home/20211115005937/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
Ameriprise Financial (NYSE:AMP)
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