Atlas by AET, a sophisticated alternative investment suite, is pleased to announce a strategic partnership with Alden Investment Group, an independently-owned Registered Investment Adviser (RIA) and broker dealer managing $2.5 billion in assets with over 140 advisor...
Two former Wells Fargo Advisors who had each spent around a quarter century with the wirehouse have left to join an independent broker dealer based in Wayne, Pennsylvania. Sean Newman and Jonathan Allen joined Alden Investment Group one week ago in Doylestown, about...
Alden Investment Group is proud to share this story about one of our team members, Michael Frederick. Featured in a 6 ABC Hometown Heroes segment, Michael Frederick is making a difference in our community as a Boy Scouts of America Leader in Upper Frederick Township,...
Alden is an independent investment firm whose representatives have been working with community banks for over 30 years, with its headquarters in Pennsylvania. Alden helps banks navigate and invest in community reinvestment act investments, employee benefit products,...
Alden Investment Group is proud to again be named in Financial Planning’s IBD Elite Top 50 independent broker dealers for 2022. While Alden isn’t anywhere near the size of some of the other broker dealers in the list, we kept our performance percentages in-line with...
Lee Calfo is the Chief Executive Officer of Alden Investment Group, which consists of a broker dealer, Alden Securities, and Alden Capital Management, an asset management firm and a founder and President of Equalize Capital. Previously, Mr. Calfo served as a portfolio...
