Tuesday, April 27, 2010

 

Capital Analysts Hires Former FPA President

Jim Barnash to develop branches, advisors; firm recruits large wealth manager, too

A past president of the Financial Planning Association (FPA), is joining Cincinnati-based Capital Analysts. Jim Barnash, president of the FPA from 2001 to 2006, will be Capital Analyst’s assistant vice president for branch office development, responsible for adding wealth management affiliates to the independent broker/dealer-registered investment advisor (B/D-RIA), as well as supporting the firm’s affiliated advisors in growing their practices.

Matt Lynch, President and CEO of Capital Analysts, said in the firm’s April 26 announcement, that: “We are pleased to have an individual of Jim’s prominence join us,” adding, "He recognizes the changes going on in the independent broker-dealer/RIA space..."

Investment Advisor: Capital Analysts Hires Former FPA President

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