A.G.P. welcomes Cole Aaronson as a Senior VP of Wealth Management of its NYC midtown office
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Cole Aaronson
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Cole Aaronson
Cole has managed more than 140 million in client assets and provides a solution-based approach to a broad-based clientele while providing advice in multiple asset classes. Cole started in the industry in 2014 with David Lerner Associates and spent the past 7 years with them before joining AGP. Cole maintains his series 7, 63 and 65 registrations. He received his bachelor’s degree from Colgate University.
A.G.P. CEO/Executive Chairman Phil Michals , commented: “Cole has built an impressive practice in a relatively short period of time”. “It’s a testament to his work ethic and client focused approach”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “We are excited to welcome Cole to the AGP team. His addition is another example of how our flexible platform can attract successful advisers from varying business models. We look forward to continuing to support Cole’s strong relationship with his clients.”