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Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client ***** ets, has hired Christopher Weyrauch as its first CEO.
Weyrauch had been head of wealth management at Citizens Financial Group from 2021 to 2024, a role he took after a 28-year run at TIAA, where he was the last CEO and president of TIAA Life Insurance Company.
Legacy Edge Advisors was founded by TIAA wealth management advisors Scott Israel, Robert Rom, Jason Kass and Tim Urie, who split off to start their own firm. They have since added more former TIAA advisors and an advisor for Merrill Lynch, according to Israel.
"Our focus was to build something that was viable, profitable and a place that our colleagues from TIAA and [advisors from] elsewhere could have a place that would give them what TIAA clients are used to," Israel said. "I'll call that phase one, and we did that."
#advisor
Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client ***** ets, has hired Christopher Weyrauch as its first CEO.
Weyrauch had been head of wealth management at Citizens Financial Group from 2021 to 2024, a role he took after a 28-year run at TIAA, where he was the last CEO and president of TIAA Life Insurance Company.
Legacy Edge Advisors was founded by TIAA wealth management advisors Scott Israel, Robert Rom, Jason Kass and Tim Urie, who split off to start their own firm. They have since added more former TIAA advisors and an advisor for Merrill Lynch, according to Israel.
"Our focus was to build something that was viable, profitable and a place that our colleagues from TIAA and [advisors from] elsewhere could have a place that would give them what TIAA clients are used to," Israel said. "I'll call that phase one, and we did that."
#advisor
2 months ago
