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