Wayne, PA – Alden Investment Group proudly announces that Vincent Lucchesi, a former UBS advisor managing over $200 million in assets across 90+ families and foundations, has joined its growing team of elite advisors. With this move, Lucchesi transitions to Alden’s...
Wayne, PA – Alden Investment Group is proud to announce the appointment of Brian Brogan as Director of Family Wealth. With 25 years of experience in ultra-high-net-worth (UHNW) advisory and family wealth dynamics, Brian enhances Alden’s mission to empower...
WAYNE, PA–Alden Investment Group is proud to announce the appointment of Buck Burns as Director of Investments and Trading. With over 25 years of experience in fixed-income investments, mortgage capital markets, and digital assets, Buck brings an extensive...
Wayne, PA—Alden Investment Group is pleased to announce the appointment of Phinon H. Woodside as its Chief Experience Officer (CXO). This role reflects Alden’s mission to deliver an exceptional client and advisor experience through seamless operations and platform...
Wayne, PA — Alden Investment Group is pleased to welcome Thomas F. Wiese, President and CEO of TFW Global Advisors LLC, as a Registered Representative. Tom officially joined Alden on September 23, 2024, bringing over two decades of experience in the financial services...
Wayne, PA, October 21, 2024 — Alden Investment Group is proud to announce the appointment of Aaron Williams as Chief Growth Officer. In line with Alden’s mission to empower financial advisors with cutting-edge technology and comprehensive support, Aaron will spearhead...
Wayne, PA – October 16, 2024 – Alden Investment Group is pleased to announce the promotion of Chris Coloracci to Chief of Advisor Engagement. The new role within Alden marks a further step forward in its vision to empower advisors to deliver an exceptional client...
Wayne, PA – September 25, 2024 – Alden Investment Group is proud to announce its role as the exclusive financial advisor to Northumberland Bancorp in its proposed merger of equals with Mifflinburg Bancorp, Inc., a deal valued at approximately $34.2 million based on...
Doylestown, PA – Alden Investment Group is pleased to announce Jim Isbell joined our advisory team as a Managing Director. With an impressive 26-year career in the finance industry and a proven track record of raising over $1.4 billion in assets, Jim brings a wealth...
WAYNE, PA – August 1, 2024 – Alden Investment Group proudly welcomes Lou Rivera, a seasoned financial consultant with over 20 years of experience, to our team. With his extensive experience and unwavering dedication to client success, Mr. Rivera is a valuable addition...
