1st Global Announces New Senior Leadership in Wealth Platforms and Marketing
Aug 10, 2016
1st Global, an independent wealth management partner to exceptional CPA firms, has announced two new additions to its senior leadership team with the hire of Holly Peritz for the role of assistant vice president (AVP) of wealth platforms and the promotion of Ryan George to assistant vice president (AVP) of marketing and communications.
Peritz is an accomplished executive with diverse financial services experience, providing intuitive strategic planning and management. Most recently, Peritz served as the executive vice president, associate director of retail and president for SWS Financial Services, the independent broker-dealer of Southwest Securities, Inc., the largest regional broker-dealer based in the southwest United States. She began her career in financial services as an assistant vice president at Rauscher Pierce Refsnes, Inc., where she worked from 1989 to 1996. From 1996 to 2004, she served as vice president of Southwest Securities, Inc. and from 2004 to 2012 was the director of the company’s Investment Management Group.
In the role of AVP of wealth platforms, Peritz is responsible for the strategy and execution required for 1st Global to exponentially grow its advisory, retirement and capital market platforms in addition to focusing on the evolution and growth of 1st Global staff members, programs and products. The AVP of wealth platforms will play a key leadership role, providing oversight, technical guidance and coaching to 1st Global’s Investment Management Research Group (IMRG). The research group consists of highly experienced portfolio managers and analysts who are tasked with the responsibility of due diligence, manager selection and monitoring, performance tracking, and reporting of 1st Global’s advisory solutions. The AVP of wealth platforms is also a key leadership contributor to 1st Global’s investment committee and the Retirement Management Solutions (RMS) investment committee.
“I am honored to be joining the 1st Global family,” Peritz said. “Being a part of this dynamic group gives me the unique opportunity to help 1st Global grow while continuing to advance the technology, resources and knowledge that the firm provides to its CPA partners through all of its wealth platforms.”
George has been in the financial services industry for more than 10 years and has served in a variety of roles, including investor and public relations for a publicly traded natural resources and emerging markets investment firm. He joined 1st Global in 2012 as a senior corporate writer and was promoted to director of communications in 2013.
In the role of AVP of marketing and communications, George is responsible for designing and executing growth, sales and marketing strategies. He will also assist in guiding 1st Global’s corporate objectives to include revenue generations, brand recognition, client acquisition and retention, employee engagement, financial discipline, and a culture of regulatory compliance.
“We are incredibly excited about the addition of Holly to our growing team as well the promotion of Ryan,” Jeff Magson, 1st Global executive vice president and client experience officer, said. “Their strong leadership and guidance will ultimately impact the growth of our business and the quality of services that we can provide to CPAs. We’re confident that their contributions will help to secure a vibrant future for 1st Global.”
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
Securities are offered through 1st Global Capital Corp. which is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.
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