NASHVILLE, TN (March 5, 2008) - WealthTrust announced today that Mark Rogozinski has joined the company as Senior Vice President-Corporate Development. In this role, he will be responsible for acquisition development and external strategic relationships. He will be based in New York City.
Rogozinski has over 17 years of experience in senior level positions within the financial services industry. His most recent position was Chief Operating Officer at Homrich & Berg, Inc., a $1.6 billion independent wealth management firm based in Atlanta, GA. As COO, he was responsible for the direct management of client service, technology, compliance, operations, human resources, finance/accounting, including the oversight and integration of functional areas, external offices and acquisitions.
Prior to Homrich & Berg, Inc., he served as Chief Operating Officer at Lydian Wealth Management, a Maryland based $6 billion wealth management firm during his tenure. In addition, he was Senior Vice President and Chief Financial Officer of Atlantic Trust Pell Rudman, a private wealth management and advisory firm with over $8 billion in assets under management during his tenure.
Riotto Jones & Company, LLC handled the executive search process on behalf of WealthTrust.
"Mark's proven ability to leverage his knowledge and experience to help facilitate continuity within the investment management and advisory business is a great asset to WealthTrust," said WealthTrust Chief Executive Officer M. Rush Benton. "We look forward to harvesting his management expertise as we continue to grow the business."
WealthTrust LLC is a holding company and strategic financial partner for U.S.-based investment management firms that provide comprehensive wealth management services to select individuals and families. WealthTrust strengthens each affiliate with its team of specialists providing execution and support in compliance, technology, back office and client services, thus allowing affiliates' maximum time to focus on achieving each client's goals and objectives. The company holds an equity interest in 11 affiliated firms in ten states which have approximately $8.6 billion in client assets collectively.
For further information, visit WealthTrust or call 615.297.6884.