Advisor Group Adds Three Industry Executives to Team
Advisor Group, a network of independent wealth management firms, hires three executives across operations, marketing and advisor engagement.
Advisor Group, a network of independent wealth management firms, has hired three executives across operations, marketing and advisor engagement, including Tim Hodge as executive vice president of trading and operations; Jen Roche as senior vice president of corporate content, communication, and public relations; and Aiyisha Adams as vice president of advisor engagement.
“As we embark on the next stage of our strategic vision, we are committed to hiring top talent that will help us align ongoing advisor feedback with a boutique service approach and industry-leading scale to deliver tailored solutions that help our advisors and their clients thrive,” said Jamie Price, chief executive officer. “Each of these new additions to our management team brings a unique level of expertise and fresh perspective that will only enhance our ability to deliver a differentiated experience for our financial advisors and their clients.”
In recent months, Advisor Group has launched numerous initiatives aimed at collecting and understanding advisor feedback. The company said that each new hire “represents an area essential to that journey with responsibilities that will directly impact the experience for financial professionals.”
Tim Hodge, EVP of trading and operations, has more than 25 years of experience in the industry and most recently served as EVP of service, trading and operations at LPL Financial. Throughout his career at LPL – and earlier in 18 years at Goldman Sachs in a series of leadership roles, he reportedly “implemented large-scale technology enhancements that improved operations workflow and case management and engaged directly with advisors.”
Jen Roche, SVP of corporate content, communication, and public relations, will assume responsibility for streamlining and building corporate communications, both internally and externally. Prior to joining Advisor Group, she led marketing and communications functions for AssetMark and LPL Financial and handled public relations for various Fortune 500 companies and executives throughout her career.
Aiyisha Adams, VP of advisor engagement, will lead the firm’s advisor feedback strategy and initiatives. In addition to her previous experience as Advisor group’s director of specialty teams, she has held positions at several financial services firms, including Lincoln Financial Group, Northwestern Mutual, and BB&T Investments.
Advisor Group is comprised of FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services. The network serves approximately 10,000 financial advisors who oversee more than $515 billion in client assets.
