Alden Investment Group is excited to announce the addition of two distinguished Financial Advisors to our team.
Wayne, PA, May 22, 2024 – Sean Newman and Jonathan Allen, both with extensive careers at Wells Fargo and its predecessor firms, bring with them a wealth of experience and a combined $585 million in Assets Under Management (AUM). Sean Newman manages $400 million in AUM, while Jonathan Allen oversees $185 million.
With over 25 years each in the industry, Sean and Jonathan have made the strategic decision to transition to the independent side of the business, seeking a more flexible and supportive environment. Their move to Alden Investment Group aligns with their desire to escape the onerous constraints of their previous roles at Wells Fargo.
“Alden Investment Group offers a high payout, tech-forward organization with a family-like atmosphere,” said Sean Newman. “We were looking for a place where we could grow and provide better service to our clients, and Alden is that place.”
Jonathan Allen added, “The move to Alden allows us to leverage cutting-edge technology and access and a dynamic platform, We’re excited to take our practice to the next level with the support of such a dynamic firm.”
Both Sean and Jonathan will be based out of Alden’s Doylestown location, where they will continue to provide exceptional service to their clients.
“The addition of Sean and Jon to our team marks a significant milestone for Alden Investment Group,” said the Head of Alden’s Private Client Group, Chris Coloracci. “We are thrilled to welcome them and look forward to helping them achieve the next level of success through cutting-edge technology and access to more impactful investments.”
Alden Investment Group, headquartered in Wayne, PA, prides itself on fostering a supportive and innovative environment for its advisors. We are committed to providing the tools and resources necessary for our team to thrive and deliver exceptional value to our clients.