Capital Guardian, LLC, Adds Senior Executive Role for Growth and Acquisition
Key Growth Areas are Southwest Florida and the Northeast US
CHARLOTTE, N.C., Feb. 23 /PRNewswire/ -- Capital Guardian, LLC, announces the addition of Frank Galdieri as Senior Vice President and National Director of Business Acquisition and Business Development. Galdieri brings more than 20 years of experience as an advisor, a manager and, most recently, as a business development coach with UBS' largest branch in New York City.
"We are very excited to add Frank Galdieri to our management team. Frank had job offers from many other independent and regional firms and ultimately chose to join us. He is very well connected and highly regarded in our industry. We know he will play an important role in the future growth of Capital Guardian," said Alan Boyer, Chief Executive Officer and Founder.
"The Capital Guardian model offers the sophistication of larger firms while consistently providing high levels of client service and higher payouts to their financial advisors. We don't have so many layers of management, which tend to get in the way at larger firms. There is really no reason to work for a wire house firm in today's environment. Capital Guardian can provide the same services more efficiently and cost-effectively," said Galdieri.
Galdieri is based in New Jersey and will focus expansion efforts in areas of the Northeast, including New York City, Pittsburgh, Boston and several areas of New Jersey, including Morristown, Westfield, Paramus and Princeton. A second area of focus is Southwest Florida, including Marco Island, Naples, Fort Myers, Sarasota and Tampa.
"Capital Guardian is experiencing an exciting period of growth, and I am focused on working with our current offices, advisors and prospects to provide the best experience possible for our clients and financial advisors," said Galdieri.
About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with 18 offices in North Carolina, Florida and Tennessee. Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of his clients. More information on Capital Guardian is available at www.capitalguardianllc.com.
SOURCE Capital Guardian, LLC
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