02-23-2022
A.G.P. welcomes Alec Lowell, CFP®, as a Member of its Wealth Management Division, formerly with LPL
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Alec Lowell.
Alec Lowell, CFP®, will be joining the wealth management division of AGP, out of Fort Lauderdale, FL. Alec was previously with LPL, where he managed over 60 million in assets. Alec has a diverse business where he brings a planning approach by providing Advisory, Brokerage and Insurance Services. Alec started his career at Invest Financial. Alec is a CFP® professional and maintains his Series 7,66, Life and Health.
A.G.P. CEO/Executive Chairman Phil Michals, commented: “We look forward to supporting Alec as he brings his clientele base a holistic approach to investing”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “We are excited to bring Alec to the AGP team and have him help us continue our growth in Florida. We look forward to helping him bring the best solutions to his diverse client base.”
ABOUT A.G.P. /Alliance Global Partners
A.G.P./Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Clearing and Custody. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.
03-04-2026
A.G.P. welcomes Mike Rama, who has joined the Wealth Management Division, formerly with Ameriprise
02-03-2026
A.G.P. / Alliance Global Partners is pleased to announce Mark Adler, formerly with GMS Group, has joined as Managing Director of Investments
01-14-2026
A.G.P. / Alliance Global Partners is pleased to announce Jonathan Siegel, formerly with Stifel, Nicolaus & Company, has joined as Managing Director of Investments.
01-05-2026
A.G.P. / Alliance Global Partners achieves over $1 Billion in Net Asset inflows for 2025
11-07-2025
A.G.P. EXPANDS NATIONAL FOOTPRINT WITH LAUNCH OF NEW BRANCH LED BY VETERAN WEALTH MANAGER, KEN BARKUS
08-07-2025
A.G.P. welcomes Jordan Netburn, who has managed over 200 Million in assets, as Managing Director of Investments out of the Madison Ave Office.
07-08-2025
A.G.P. welcomes Marcus Berger, formerly with Osaic Wealth, as Managing Director of Investments
06-10-2025
A.G.P. welcomes Hillary Wertlieb, formerly with Osaic Wealth, as Managing Director of Investments
05-28-2025
A.G.P. welcomes the Fagenson Team, formerly with B. Riley, joining as Managing Directors of Investments
04-17-2025
A.G.P. congratulates Nilos Sakellariou /NTS BEARING, who just recently joined as Managing Director of Investments, for being recognized as Forbes Best-in-State Wealth Advisors in 2025.
03-15-2025
A.G.P. expands its Fixed Income Trading with John Kattouf joining as a Managing Director of Fixed Income Corporate Trading.
02-04-2025
A.G.P. welcomes John Greene, who will be joining the Madison Avenue location as Managing Director of Investments of its Wealth Management Division
01-13-2025
A.G.P. welcomes Oscar Varona, formerly with LPL, as Vice President of its Wealth Management Division
01-06-2025
A.G.P. welcomes Casey (John) Roach, formerly with B. Riley, as Managing Director of Institutional Fixed Income Municipal Sales and Trading.
07-09-2024
A.G.P. is pleased to announce the opening of its first branch office in Charlotte, North Carolina
01-04-2024
A.G.P. welcomes Steven Muehlgay, formerly with Morgan Stanley, as Senior Vice President of Investments of its Wealth Management Division
01-03-2024
Alliance Global Partners expands its Research Coverage in healthcare with the hiring of Scott Henry as Managing Director/Senior Research Analyst.
12-12-2023
A.G.P. welcomes KS Capital as a new branch location at 365 West Passaic Street, Suite 275, Rochelle Park, NJ
10-25-2023
A.G.P. welcomes Eric Kleinberg, formerly with Morgan Stanley, as Senior Vice President of Investments of its Wealth Management Division
08-08-2023
A.G.P. welcomes William “Wells” Van Pelt, formerly with Stifel, Nicolaus & Co., as a Managing Director of Investments of its Wealth Management Division
03-20-2023
A.G.P. welcomes Philip Smolowitz, as a Managing Director of Investments of its Wealth Management Division
01-18-2023
A.G.P. welcomes John Matsikoudis, as a Member of its Municipal Fixed Income Department
01-18-2023
A.G.P. welcomes Adit Saraogi, formerly with Ameriprise Financial Services, as a Member of its Wealth Management Division
01-09-2023
A.G.P. welcomes Siddharth Dhawan, formerly with Ameriprise as a Member of its Wealth Management Division
11-22-2022
A.G.P. welcomes Michael Mondiello, CPA, formerly Senior Managing Director with Cantella & Co, as a Member of its Wealth Management Division
11-22-2022
A.G.P. welcomes Phil Fazio, formerly Senior Managing Director with Cantella & Co, as a Member of its Wealth Management Division
10-25-2022
A.G.P. welcomes Tom Mazzara, formerly with Royal Alliance Associates, as a Member of its Wealth Management Division
10-20-2022
A.G.P. welcomes Vishal Chotai, formerly with Ameriprise Financial Services, as a Member of its Wealth Management Division
04-20-2022
A.G.P. welcomes Mark Suarez, CFA, as a Member of its Investment Banking Division.
02-23-2022
A.G.P. welcomes Alec Lowell, CFP®, as a Member of its Wealth Management Division, formerly with LPL
01-05-2022
A.G.P. / Alliance Global Partners is pleased to announce that it has had inflows of over One (1) Billion in assets* over the past 4 quarters.
10-06-2021
A.G.P. welcomes Thomas Dowling who will be Heading up the Wealth Management Division.
08-20-2021
A.G.P. welcomes Cole Aaronson as a Senior VP of Wealth Management of its NYC midtown office.
07-23-2021
A.G.P. welcomes Jose Rodriguez to the Fixed Income Trading Division. Jose was formerly with Stifel Financial Group.
06-09-2021
A.G.P. welcomes Steven Bell to the Wealth Management Division, formerly with Morgan Stanley.
04-20-2021
A.G.P. welcomes Ying (Springna) Zhao as a Member of its Wealth Management Division, formerly with Stifel Nicolaus
02-01-2021
A.G.P. welcomes Alex Boatman as a Member of its Wealth Management Division formerly with Stifel, Nicolaus
01-13-2021
A.G.P. welcomes Fred Pisculli, CFP® professional as a Member of its Wealth Management Division
10-27-2020
A.G.P. welcomes Paul Morse, CFP® as a Member of its Wealth Management Division, formerly with LPL
10-21-2020
A.G.P. welcomes George Doyle as a Member of its Wealth Management Division as a Senior Vice President.
09-10-2020
A.G.P. welcomes Keith and Lee Ravodowitz as Senior Vice Presidents of Investments
08-31-2020
A.G.P. / Alliance Global Partners is pleased to announce that it has had inflows of more than $900 Million in assets* over the past 12 Months.
07-21-2020
A.G.P. welcomes Peter Mohan as a Senior Vice President of Investments, formerly with Oppenheimer
07-01-2020
A.G.P./Alliance Global Partners, a full-service, regional investment firm, has expanded its Research Team with the hiring of Matthew Cross, as a Senior Biotechnology Research Analyst.
07-01-2020
A.G.P./Alliance Global Partners, a full-service, regional investment firm, has expanded its Capital Markets Team with the hiring of Jonathan Kurtin, as a Managing Director, Head of Equity Research Sales.
06-01-2020
A.G.P./Alliance Global Partners Hires Janet Grimm as Vice President of Investments, formerly with LPL
03-31-2020
A.G.P./Alliance Global Partners closes Q1 with strong recruiting in Wealth Management
03-15-2020
A.G.P./Alliance Global Partners pleased to announce it is increasing its offering capabilities to include Commodities and Futures
10-23-2019
A.G.P. / Alliance Global Partners Hires Sanford Steinberg as Managing Director of Investments
09-30-2019
A.G.P. / Alliance Global Partners is pleased to announce that it has had inflows of over One (1) Billion in assets* over the past 4 quarters.
08-29-2019
A.G.P. / Alliance Global Partners Hires Charles “Eric” Lundblade, formerly with Edward Jones to launch its South Carolina Office.
08-26-2019
A.G.P. / Alliance Global Partners is pleased to announce Mark Martiak has joined as Managing Director of Investments in the Wealth Management Division.
08-14-2019
A.G.P. / Alliance Global Partners is pleased to announce Craig Klein has joined as Finance Officer and Controller
05-20-2019
A.G.P./Alliance Global Partners is pleased to announce Ben Dembin, formerly with Morgan Stanley, has joined as a Senior Vice President of Investments
05-10-2019
A.G.P./Alliance Global Partners is pleased to announce Jacob Jansen has joined as a Financial Advisor, previously with Edward Jones
03-06-2019
A.G.P./Alliance Global Partners is pleased to announce the hiring of Aaron Grey, formerly with J.P. Morgan as Head of Consumer Research
02-28-2019
A.G.P./Alliance Global Partners is pleased to announce the expansion of Municipal Institutional offerings
11-19-2018
A.G.P/ Alliance Global Partners Expands Emerging Markets Sales and Trading Business
11-02-2018
A.G.P./Alliance Global Partners Hires Charles H. Garrido, Jr. as Managing Director, Midwest Region
09-13-2018
AGP/Alliance Global Partners Hires Riccardo Rainieri as Managing Director of Global Investments
06-28-2018
A.G.P./Alliance Global Partners Hires Brian Kinstlinger as Head of Technology Research
06-26-2018





