MFA’s Wealth Management Practice Announces Two New Partners
We are pleased to announce the addition of two new partners to our Wealth Management Practice, MFA Asset Management.
The announcement of Timothy Hole and Jeremy Robert as partners underscores the continued achievement of MFA’s Wealth Management Practice, a rapidly growing registered investment advisor (RIA) delivering comprehensive investment management, financial planning and wealth advisory solutions. As partners, Hole will serve as Director of Financial Planning and Robert as Director of Portfolio Management and Due Diligence.
“The most successful leaders understand the power that lies in the future,” said Carl Famiglietti, Managing Partner at MFA. “Tim and Jeremy have demonstrated an extraordinary commitment to the futures of all those they represent, and we look forward to having them alongside us and our customers as true strategists and partners.”
Learn more about the Firm’s newest partners:
Timothy Hole, CFP®As a certified financial planner and Director of Financial Planning for The MFA Companies Wealth Management Practice, Tim takes great care to understand his clients’ personal values and financial goals and provide them with a wide range of wealth management services including comprehensive financial planning and analysis, after-tax cash flow planning, goals-based planning, and financial forecasting.
Prior to joining MFA, Tim served as a financial advisor in Morgan Stanley’s wealth management division.
Jeremy Robert, CFAAs Director of Portfolio Management & Due Diligence for The MFA Companies Wealth Management Practice, Jeremy monitors, maintains and restructures client portfolios for both individual investors as well as corporate retirement plan participants. He also leads the search, selection and ongoing monitoring of existing managers as well as the continuous due diligence of new managers.
Jeremy most recently served as an investment advisor with Kraematon Investment Advisors where he assumed investment management, research and client service responsibilities.
Please join us in congratulating Tim and Jeremy!
Material discussed in this communication is meant to provide general information and should not be acted on without obtaining professional advice tailored to you or your company’s individual and specific needs. Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used by any person or entity, for the purpose of (i) avoiding penalties that may be imposed on any taxpayer or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. This information is for general guidance only and is not a substitute for professional advice.
The information contained herein should not be construed as personalized investment advice. Investment in securities involves the risk of loss, and past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this document will come to pass. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There can be no assurances that your portfolio will match or outperform any particular benchmark.
Information presented was obtained from sources deemed qualified and reliable; however, MFA makes no representations as to accuracy, completeness, suitability, or validity of any information within this communication and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Any forward-looking statements are believed to be reasonable; however, MFA gives no assurance that such expectations will prove to be correct.
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