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Austin, Texas – (BUSINESS WIRE) – Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Evoke Wealth Management.
Evoke Wealth Management, headquartered in Montclair, New Jersey, is a newly independent company led by Athishay Gangadharan, Craig Petrassi and Howard Reizun, CFP®. The team leverages nearly 70 years of combined financial services experience to provide institutional and retail clients with an integrated approach to asset management, comprehensive financial planning and trust functions.
“We had been thinking about the independent broadcaster for a while,” said Gangadharan. “With independence, we now have access to many new tools and platform options that we can offer our customers. In addition to the control we bring as business owners, it ultimately enables us to better serve our customers. ”
Petrassi, a former institutional commodities and options trader who turned into a longtime retail portfolio manager, believes the diverse skills within the Evoke Wealth Management team help make it unique. “When you look at our shared experience, Athishay, Howard and I bring a diverse mix of strong business acumen and a genuine desire to serve our customers at the highest level,” he said.
Reizun agreed, adding, “The pursuit of excellence and our desire to work more closely with our clients and their families, as well as our mission to help clients authentically connect their wealth to their purpose, ultimately became the impetus for founding Evoke Wealth Management. ”
“Athishay, Craig and Howard are three seasoned and talented professionals who felt that their previous environment no longer gave them the flexibility to build meaningful and deeply rooted customer relationships on their own terms,” said Rob Bartenstein, CEO and Senior Managing Director by Kestra PWS. “When they come together, backed by the partnership with Kestra PWS, this new powerhouse gives more flexibility and freedom to serve their customers in a way that best suits their needs.”
With Evoke Wealth Management, Kestra PWS has opened the second office in New Jersey. Kestra PWS now supports 34 firms in 28 locations across the country after adding Maven Bridge Capital of Brea, Calif., Bull and Bear Wealth Management of Peoria, Arizona, and Ridgway Private Wealth of Tucson, Arizona earlier this year.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) supporting fee- and transaction-based independent professional finance teams across the country. Kestra PWS was founded by wirehouse veterans with the express goal of empowering former financial experts from Wirehouse independence and growth. The company’s platform consists of its independent RIA in conjunction with Kestra Investment Services, LLC (Kestra IS) as broker-dealer to provide its financial professionals with an open architecture and independence platform for both fee-based and transaction-based business models. Kestra PWS has helped over 30 single and multi-team offices across the country find independence with its full service support model.
Further information is available at www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisory platform that enables seasoned, independent financial professionals, including traditional and hybrid RIAs, to thrive, grow, and provide great customer service. With a culture rich in reinvention and advisory interests, Kestra Financial has developed an integrated business management technology that, when combined with their personalized advisory services, offers exceptional size and efficiency.
Kestra Financial is the parent company of Kestra IS, a member of FINRA / SIPC and also of Kestra Advisory Services, LLC; Kestra-PWS; and Kestra Institutional Services, LLC, all government registered investment advisors.
Evoke Wealth Management professionals sell securities through Kestra IS, a member of FINRA / SIPC. Investment advice offered by Kestra PWS. Evoke Wealth Management is a member firm of Kestra PWS, a subsidiary of Kestra IS. Evoke Wealth Management is not affiliated with Kestra IS.
More information is available at http://www.kestrafinancial.com.
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