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Cetera financial

Cetera Brings On New Head of Advisory Consulting

Patrick Jancsy joins the independent brokerage from Citizens Bank and will oversee the advisory business consulting group.

Cetera Financial has hired Patrick Jancsy as its new head of advisory business consulting, the company announced Tuesday. 

He joins Cetera from Citizens Bank, where he served as the senior vice president and director of advisors in the bank’s private wealth management division since 2016. Prior to that he spent 27 years at Fidelity Investments. 

In his new role, Jancsy now reports to the Head of Wealth Management Tim Stinson. He oversees three teams including the Advisory Consulting Group, the Advanced Planning Group and Wealth Management Technology and Training.

Patrick Jancsy.jpg

Patrick Jancsy

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