Equitable Advisors hires four advisors with combined $360M AUM

Equitable Advisors hires four advisors with combined $360M AUM
The four join the fast-growing wealth management business from separate firms.
AUG 17, 2023

Equitable Advisors has added to its fast-growing wealth management business with the hire of four advisors from other major firms.

As part of the long-established financial services firm Equitable, the wealth management business has $80.4 billion in assets under administration and approximately 4,100 financial professionals across the country.

The new hires come from Ameriprise, Edward Jones, Merrill Lynch and PNC Investments with a combined $360 million AUM and many decades of experience.

They include:

  • Ryan M. Shea, CFP, who joined the Atlantic Liberty branch from Merrill Lynch where he oversaw $137 million in client assets. He has 10 years of industry experience.
  • Seong T. (Sean) Hahn joined the Greater New York branch from PNC Investments where he managed $109 million in client assets. He has 30 years of experience.
  • Ejiro “EJ” Okuma joined the Georgia Alabama branch from Edward Jones where he managed $70 million in client assets. He has 13 years of experience.
  • Matthew I. Kooperman joined Equitable Advisors’ Illinois branch from Ameriprise Financial where he managed $45 million in client assets. He has 11 years of experience.
High-caliber talent

John Lefferts, head of business development at Equitable Advisors, said that the firm is focused on attracting top-tier experienced advisors.

“We are proud to welcome these advisors who exemplify the high caliber of talent we continue to attract,” he said.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound