In other Novarica news today, the research and advisory services division of Novantas LLC announced that Robert Ellis is joining the company as principal in charge of the new wealth management research and advisory practice.
Ellis come to Novarica from Celent, where he was the SVP in charge of the wealth management practice. According to Novarica, he will bring his distinctive expertise in strategy and technology for wealth management, trust, and brokerage firms to its advisory clients.
Additionally, he will report to Novarica director Matthew Josefowicz, and be based in the company’s New York office.
"Bob Ellis’ expertise in wealth management spans client segmentation, marketing and technology strategy, including platform and planning systems,” says Josefowicz. "His expertise will be a tremendous asset to our clients, and I am excited to have him leading our wealth management initiatives."
Ellis will be attending the IASA conference in Orlando with the rest of the Novarica team this week.
Register or login for access to this item and much more
All Digital Insurance content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access