Alex Ortolani on Muck Rack

Alex Ortolani

Verified
(He/Him)
New York
As seen in: Wealth Management, Yahoo Finance, Yahoo, Informa, Frommer's, PLANSPONSOR, Chief Investment Officer, PLANADVISER, Our Community Now, The Wealth Advisor, BISA Portfolio
Sr. reporter at WealthManagement.com (@wealth_mgmt)

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Alex Ortolani’s Biography

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Returned to journalism after a decade of work in media relations and comms in fields including international relations, economics, retail (books), and finance. Prior to those roles reported for outlets including Bloomberg News, The South China Morning Post, and The Wall Street Journal in Hong Kong as a Henry Luce Scholar.

Articles

Deals & Moves: $608M Commonwealth Team Chooses Cetera Original

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By Alex Ortolani Verified
| Wealth Management Verified
Cetera has brought in another Commonwealth Financial Network team, led by Edward Duffy and his Lexington Financial, which manages about $608 million in client assets. The Braintree, Mass.-based firm also includes advisors John Walsh and William Creesy, as well as support staff. “Leaving Commonwealth wasn’t something we took lightly after 32 years,” Duffy said in a statement.
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Wells Fargo FiNet Firm Adds $1B Team in Palm Beach Original

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By Alex Ortolani Verified
| Wealth Management Verified
Merritt Point Wealth Advisors, an Old Greenwich, Conn.-based independent wealth management practice affiliated with Wells Fargo Advisors Financial Network, added a seven-person advisory team from Truist Wealth Management that oversees more than $1 billion in client assets, the firms announced.
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People Moves: Steward Hires COO From Sequoia; William Blair Promotes Chief Investment Strategist Original

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By Alex Ortolani Verified
| Wealth Management Verified
Steward Partners, a Stamford, Conn.-based independent financial services firm with more than $53 billion in client assets, has named Joseph Glick as chief operating officer. Glick joins Steward from Sequoia Financial Group, where he served as both chief operating officer and chief financial officer, overseeing the firm’s operational and financial infrastructure, as well as M&A integration and an organic growth strategy, according to the announcement.
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