One year Once you join the market of marketBusiness and Regulatory Consultation for Independent Advisors Anthony Stich has moved to Moran Wealth Management, a registered Investment Adviser based on Fla based with more than $ 5 billion in management assets.
Stich, who was executive director at Marketcouensel, will serve as Moran's main marketing official, overseeing his digital marketing efforts and reaching new platforms and audiences, according to a statement. He was associated with Moran through Marketcounsel, who has RIA as a client.
Kylen o'keeffe previously held the role of CMO. O'Keeffe will now be the main brand official, a newly created role.
“Kylen's passion for our brand and client experience, combined with Anthony's extensive marketing expertise, positions us to accelerate our growth and further strengthen our position as one of the leading firms of wealth administration in Southwest in Florida,” said Tom Moran, founder and CEO of Moran Wealite.
Stich will continue to serve as a Marketcounsel strategic adviser. He joined that firm a year ago; CEO Brian Hamburger brought him on board to handle many of Marketcounsel's operations, business development, relationship management and events.
“After a few months working with Brian who remains a fantastic friend-it became quite clear that Brian did not have a sales and marketing problem. He had to solve for the always expanding needs of his clients,” Stich said in an interview with Assemblyamagamant.com. “It was more of a matter of meeting his clients, where they were in terms of changing their wishes, and many of them had to do with M&A activity, many of them had to do with the highest level strategic conversations.”
Stich thought it made more sense to require replacements; Since then, they have hired Kristen Benadom, the former legal head in the nitrogen, as a general adviser to the Hamburger legal firm; Paul Lallya former partner in Wipfli, as chief of business solutions; and Jim Pavia, a former old editor at Cnbcas managing director of communications. Lally will continue sales and marketing efforts located in place.
This follows News last week that Ryan MarcusA former managing director of Marketcounsel engagement joined Binah Capital Group, Public Company created in 2024 With the merger of traders' broker/aggregator Wentworth Services Management and Spac of Kingswood, as the main business and engagement official, in a new role.
At the same time, Stich's oldest son is going to college in the fall in Naples, where Moran is located. His son has some physical challenges, so Stich wanted to be close to him.
“Our family was not ready to share with him, but we thought we could move the whole family and help him in his ironic pursuit of independence,” he said.
In Moran, it will help implement much of the marketing work it suggested when consulting RIA.
“What you will see in Moran is far more digital scientific strategy, podcast presentation and video – really where the ball is all going from a request engine to create more demand,” he said.
O'Keeffe will be included in many of the marketing decisions about how the brand meets the market market and experience.
“Because as you start growing that engine for the demand generation, you are not just drawing out the prospects, but it's also attracting your current customers,” Stich said. “And it will be her duty to make sure that it is a quiet experience both externally and internally.”
Before entering Marketcounsel, Stich was the leading income official at the Encustry, self-described “First Digital Guardian and Technology Company”. Prior to that, he was the leading operational official in Naviplan from Advicent, where he focused on sales, marketing and client experiences throughout North America.