Cantor Fitzgerald Wealth Partners' Pittsburgh Team Recognized by PLANADVISER as One of 2015 Top 100 Retirement Plan Advisors
NEW YORK, March 16, 2015 /PRNewswire/ -- Cantor Fitzgerald Wealth Partners, LLC, an affiliate of Cantor Fitzgerald, today announced that its team in Pittsburgh was recently recognized by PLANADVISER Magazine, as one of the Top 100 Retirement Plan Advisers in the country for 2015. Rick Applegate, AIFA®, CFP®, ChFC®, CLU®, Natalia Paich, AIFA®, CPA, CFP® and Nancy Kunz, CFP®, ChFC®, CLU® were acknowledged in the category of "Teams with $2.25 billion or more in assets under advisement ($2.25 to $4 billion)."
"Cantor Fitzgerald Wealth Partners is committed to hiring the best and brightest in the financial industry, and providing existing and new clients with best-in class advisory services and offerings," said Shawn P. Matthews, the Chief Executive Officer of Cantor Fitzgerald & Co. "This recognition of Rick and his team by a leading publication in the retirement industry reinforces our belief that Cantor Fitzgerald Wealth Partners is a destination of choice for superior client service and fee-based retirement plan advice."
Rick Applegate, Partner at Cantor Fitzgerald Wealth Partners adds, "We're honored to be acknowledged for the professionalism and experience our advice and guidance provides to retirement plan trustees and retirement committees."
The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. This year's list highlights the quantitative standouts according to the dollar value of qualified plan assets as well as the number of plans under their advisement. Attention is also called to plan advisors whose client list includes a large percentage of plans in a specialized area such as the work the Cantor Fitzgerald Wealth Partners Pittsburgh team provides to 403(b) accounts.
Cantor Fitzgerald Wealth Partners, an affiliate of Cantor Fitzgerald & Co., serves the private wealth market and retirement plan clients. In addition to its partnership structure, Cantor Fitzgerald Wealth Partners provides its advisors with an expansive suite of products and services, as well as access to Cantor Fitzgerald's services reserved for Cantor's large institutional clients.
About Cantor Fitzgerald
Cantor Fitzgerald, a leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years. Cantor is a preeminent capital markets investment bank serving more than 7,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, prime brokerage, and commercial real estate financing and its global distribution platform. Cantor Fitzgerald & Co. is one of 22 primary dealers authorized to trade U.S. government securities with The Federal Reserve Bank of New York. Cantor Fitzgerald's 1,600 employees serve clients through over 30 locations, including major financial centers around the world in the Americas, Europe, Asia/Pacific, and the Middle East. For more information please visit www.cantor.com.
Note to Editors: Cantor Fitzgerald, L.P., led by Chairman and Chief Executive Officer Howard W. Lutnick, is the parent entity of Cantor Fitzgerald & Co., led by Chief Executive Officer Shawn P. Matthews, and Cantor Fitzgerald Wealth Partners, LLC.
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SOURCE Cantor Fitzgerald
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