A.G.P. welcomes Keith and Lee Ravodowitz as Senior Vice Presidents of Investments
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Keith and Lee Ravodowitz. They have joined A.G.P. as Senior Vice Presidents of Investments in the Wealth Management Department.
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Keith and Lee Ravodowitz. They have joined A.G.P. as Senior Vice Presidents of Investments in the Wealth Management Department.
Keith Ravodowitz has spent the past 5 years with HJ Sims. Keith works with his clients from protection strategies to income generating ideas. He has a pragmatic view when it comes to asset allocations. Keith maintains his Series 7, 66 and 63.
Lee Ravodowitz has been in the financial services arena for 23 years. He has spent 17 of those years on the investment management side with David Lerner and the past 5 years at HJ Sims. Lee provides a customized strategy for each client and utilizes an array of investment techniques to match the customer’s objectives. Lee maintains his Series 7 and 63.
A.G.P. Executive Chairman/CEO Phil Michals , commented: “We are pleased with the additions of Keith and Lee. They have longstanding relationships with their clients, and we look forward to providing them with exceptional service and technology along with leading custody and clearance services”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® commented: “We are excited to continue this period of rapid expansion for the firm. The addition of Keith and Lee to the firm is another example of how our flexible model provides a great platform to reps and advisors. We welcome them to the AGP team and look forward to helping them continue to grow their business and strengthen their client relationships.”