Hub International Acquires Retirement And Private Wealth Book Of Business In Texas

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Jun 07, 2021, 08:00 ET

CHICAGO, June 7, 2021 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage, announced today that it has hired financial advisor Brandon Chase and acquired his book of business.

Based in Fort Worth, Texas, Chase provides financial and private wealth management and succession planning services. Chase will join Hub Retirement and Private Wealth (Hub RPW) in Hub Texas and help expand its private wealth capabilities.

"The addition of Brandon and team, and their great clients, to our Hub RPW team will help bolster our intentional focus on serving business owners and individuals well," said Matt Morris, Hub Fort Worth Area President. "We're extremely excited to welcome them into the Hub family and look forward to bringing their specialized expertise to existing clients and friends within Texas and beyond."

This move continues to strengthen Hub RPW with the addition of talent and resources to develop more comprehensive strategies for clients. Hub RPW works to help plan sponsors create an offering that aligns with their business strategy, navigates fiduciary risk and helps employees pursue their financial goals. The several registered investment advisory affiliates in Hub RPW provide investment advisory services to clients whose total assets are approximately $105 billion.

About Hub Retirement and Private Wealth
Hub Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for-profit organizations and customized private wealth management services to individuals and families. Employees of Hub International offer securities through partner Broker Dealers not affiliated with Hub. Employees of Hub provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, Silverstone Asset Management, LLC, Hub International Investment Advisory Services, Inc., and Sheridan Road Advisors, LLC are wholly owned subsidiaries of Hub International. Learn more about Hub Retirement and Private Wealth.

About Hub's M&A Activities
Hub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.

About Hub International
Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 13,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. For more information, please visit www.hubinternational.com.

CONTACT:
Media: Marni Gordon
Phone: 312-279-4601
[email protected]
M&A: Clark Wormer
Phone: 312.279.4848
[email protected]

SOURCE Hub International Limited