A.G.P. welcomes Hillary Wertlieb, formerly with Osaic Wealth, as Managing Director of Investments
A.G.P. / Alliance Global Partners (“A.G.P.”) is proud to announce that Hillary Wertlieb has joined as Managing Director of Investments
A.G.P. / Alliance Global Partners (“A.G.P.”) is proud to announce that Hillary Wertlieb has joined as Managing Director of Investments
Hillary has been in the securities industry for over 32 years, spending the past 6 years with American Portfolios, which was acquired by Osaic Wealth. Prior to that, Hillary spent 11 years with Investors Capital Corp., which was acquired by Cetera Advisors. Hillary started her career with Josephthal & Company. Hillary employs a customized investment approach with her clients, utilizing a comprehensive method to assist clients in meeting their needs.
A.G.P. CEO/Executive Chairman Phil Michals, commented: “We look forward to working with Hillary and understand the importance of being able to provide personalized high touch service as a deciding factor in choosing a firm.”
A.G.P. National Sales Manager, Eric Steingruebner, JD, CFP® professional commented: “We are excited to add Hilary to our growing team and to add yet another advisor with a long track record in the industry. Our open-architecture platform will help Hillary continue to provide the customized investment solutions that best serve her clients.”