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Former Stewart CIO Tapped to Guide Advisers Across Stratos Family of Firms

Stratos Wealth Holdings appointed Malcolm Polley, CFA, as chief market strategist for the rebranded Stratos Investment Management, formerly known as Fundamentum. Polley will work with all Stratos-affiliated advisers to provide financial market insight and guidance and detailed analysis to enhance the strategic decision making within portfolio and asset allocations for clients across the Stratos family of firms.

Polley brings more than 35 years of investment and financial services industry experience to the Stratos team. He has held leadership positions with several financial services firms and most recently served as president and chief investment officer with Stewart Capital Advisor. He has also worked for Marquette Trust Company, Marquette Advisory Services, West Bank, and S&T Wealth Management.

“Bringing Malcolm aboard enhances our ability to create and deliver best-in-class services to our advisers, their clients, and those using Stratos Investment Management solutions,” said Phil Nuttall, Stratos’ chief operating officer. “His deep knowledge of the space and experience across modern market conditions will help our advisers make better decisions for their clients.”

Polley holds the chartered financial analyst designation, is a member and past president of the CFA Society of Pittsburgh and serves as adjunct faculty at the Eberly College of Business and Technology at Indiana University of Pennsylvania. He received a bachelor’s degree in finance from Iowa State University.

“When I considered my next step, I wanted to find a professional home that would be able to utilize my experience to drive value for advisers and clients alike,” Polley said. “I’m thrilled to be joining Stratos Investment Management, as it continues to grow and evolve to fit the needs of the modern financial services and advisory industries…”

Stratos Wealth Holdings is a family of companies that includes Stratos Wealth Partners, Stratos Wealth Advisors and Fundamentum. Stratos has a national network of over 340 financial advisers and financial planning practitioners working across 27 states.

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