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.
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.
A.G.P. New York, NY –January 5, 2022–AGP is pleased to announce it has seen over One Billion of inflows over the past 4 QTRS.
The inflows** have been across the board in asset classes. We have seen it range from advisory, brokerage, insurance and other product lines. Clients have been a combination of individual and corporate clients. One of the main catalysts has been new advisors joining the firm. The 4th QTR, we had advisors join from Edward Jones, LPL and some regional firms.
A.G.P. CEO/Executive Chairman Phil Michals, commented: “We have seen consistent growth over this past year”. “We have a pipeline of new business headed into 2022 and are excited about are positioning in the marketplace”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “This is an exciting time in the growth cycle of the firm. With the diversity of the advisors’ businesses that we have added and the rate of growth we have seen, I am confident that we will continue to be a fantastic option for advisors looking for a firm to help them work in the best interests of their clients.”
*The calculation of assets included assets under advisory, direct and brokerage and it should be noted this inflow analysis did not include asset outflows during this time. AGP relied on its 3rd party vendor for these calculations.
**Inflows are defined as Transfer of assets, wires, checks, EFTs and change-of-record on annuities, 401k funds and other direct products.
ABOUT A.G.P.
A.G.P./Alliance Global Partners is a full-service, regional investment firm that has been a member of FINRA and registered with the SEC for the past 39 years. A.G.P. has a global reach with 13 locations across the United States. A.G.P. provides wealth management, institutional, and corporate services with access to a wide array of products and offerings, including investment advisory, fixed income, retail services and insurance; equity capital markets, debt capital markets and mergers & acquisitions; and sales and trading. A.G.P. also offers comprehensive sector-based research services. For more information, please go to: www.allianceg.com.
04-13-2026
A.G.P. welcomes Michael Salvato, formerly with B. Riley, where he managed 100 million in assets, who has joined as Managing Director of Investments
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