Wentworth Appoints Chief Financial Officer
Wentworth Management Services LLC, a holding company that specializes in acquiring independent broker-dealers and insurance agencies, has hired finance industry veteran Michael Breath as to serve as its chief financial officer.
Wentworth Management Services LLC, a holding company that acquires independent broker-dealers and insurance agencies, has hired Michael Breath to serve as its chief financial officer. Prior to joining the company, he served as CFO for the consumer segment of SunTrust Bank.
In his new role, Breath will oversee all finance, accounting, control, treasury, tax, and analysis functions, and will assist with Wentworth’s strategic initiatives, including mergers and acquisitions, and integration through economies of scale.
Prior to joining Wentworth, Breath served as CFO for the consumer segment of SunTrust Bank in Atlanta, Georgia, where he managed and supervised the control functions for a $6.2 billion revenue business and other risk functions associated with financial records and management. While at SunTrust, he was also CFO for retail banking and private wealth management.
“We are thrilled Michael is joining Wentworth’s growing family. His executive leadership and expertise in finance will help the firm reach its goals in the years ahead,” said Ryan Morfin, Wentworth’s chief executive officer.
Wentworth Management Services specializes in consolidating independent broker-dealers and insurance agencies to capture economies of scale needed to service financial advisors in today’s technology-enabled regulatory environment. The firm also includes a dealer manager business, investment banking division and a wholesale distribution division.
