Nicholas Troiano and Mathew Mattice, who oversaw client assets totaling $1.5 billion at TIAA, have moved to the employee channel of Raymond James in Colorado.
The two joined firm offices in Denver and Boulder in March, and now manage about $600 million.
They were joined in the move by client service associate Christine Blakely.
Troiano started his career at Buckman Buckman & Reid Inc. in 2000 and subsequently worked at CIBC World Markets, J.P. Morgan Securities, Hightower Securities and Morgan Stanley, according to his BrokerCheck report, before joining TIAA in 2015. Mattice worked for a decade at Lenox Advisors in New York before joining TIAA in 2019.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound