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Ellis come to Novarica from
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.