Kestra Breakaway Unit Adds $3.5 Billion TIAA Team
A team that previously managed a combined $3.5 billion in assets at TIAA became the latest to join Kestra Financial’s wirehouse breakaway channel.
The new practice, called Evoke Wealth, is the 34th firm to go independent using Kestra Private Wealth Services (PWS). PWS, a registered investment advisor subsidiary of Kestra Financial, guides advisors through the steps required to start a new firm, from finding real estate and equipment to keeping up with compliance requirements and technology.
Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
Headquartered in Montclair, New Jersey, Evoke Wealth Management is a newly independent firm led by Athishay Gangadharan, Craig Petrassi, and Howard Reizun, CFP®. The team leverages nearly 70 years of combined financial services experience to provide institutional and retail clients with an integrated approach to investment management, comprehensive financial planning, and trust capabilities.
Wealth Management Firm Offers Clients Concierge-Level Service
Evoke Wealth Management is a boutique high net worth financial planning firm that is proud to serve individuals and families from many walks of life, often across multiple generations.
We provide personalized, concierge level service to create an experience focused on education and support. We work diligently to serve educators, physicians, executives, entrepreneurs and people in several valued professions. While our clients come from diverse backgrounds, they are unified in their mission to align their wealth with their values, purpose and calling.
$3.5bn Jersey Team Breaks Away from TIAA to Join Kestra Hybrid
An advisor trio has left the Teachers Insurance and Annuity Association of America (TIAA) to form an independent practice in affiliation with Kestra Private Wealth Services, a hybrid RIA subsidiary of Kestra Financial for breakaway advisors.
Athishay Gangadharan (pictured, right), Craig Petrassi (pictured, left), and Howard Reizun (pictured, center) will run Evoke Wealth Management in Montclair, N.J. The team offers portfolio management, financial planning and trust capabilities.
IHC For Her
Hundreds and thousands of sexually trafficked victims suffer in silence, continuing to live a life of indignity.
Over the weekend, Evoke Wealth Management and our dear friends Martin S. Karpeh, M.D., Julie Karpeh, David Goteiner, Carrie Goteiner and Dr. Sylvia Baszak were proud to support IHC for HER in their pledge to fight this odious and dehumanizing reality - by Rescuing, Rehabilitating, Reintegrating and Empowering the victims of human trafficking, giving them a second chance at life.