US Fiduciary Opens Scottsdale Office with Former Merrill Lynch Ultra-High Net Worth Advisor
US Fiduciary, L.P., a leading financial services firm focused on serving high-end investment advisors and their high net worth and institutional clients, announced today that an ultra-high net worth advisory group, formerly with Merrill Lynch, has opened an affiliated office in Scottsdale, Arizona.
Chicago, IL (PRWEB) November 16, 2006 -- US Fiduciary, L.P., a leading financial services firm focused on serving high-end investment advisors and their high net worth and institutional clients, announced today that an ultra-high net worth advisory group, formerly with Merrill Lynch, has opened an affiliated office in Scottsdale, Arizona. Arthur T. Doglione will head this Scottsdale office as its Senior Managing Director. He is joined by Howard Kornblue who will serve as a Managing Director and Senior Portfolio Manager.
“High net worth individuals, especially the ‘baby-boomer’ generation, are relying more and more on their advisors. However, they want independent advisors who are not working for a big brokerage firm. Further, many advisors are disillusioned with the sales oriented culture of the big brokerage firms and want to leave too. US Fiduciary is helping reshape the industry and place the individuals first,” said Jim Lynch, EVP of Business Development for US Fiduciary.
Mr. Doglione is a highly experienced 18 year veteran of the financial services industry. He built his high net worth financial advisory practice into the largest practice of the Merrill Lynch Arizona complex of offices, providing expert, comprehensive investment guidance to high net worth families. Howard Kornblue’s career spans over 35 years in the financial services industry. Mr. Kornblue, a CFA Institute Member, was formerly the Managing Director for ING Funds Value Funds and Senior Portfolio Manager of the Pilgrim MagnaCap Fund. He has made numerous appearances on CNBC, CNN, and Bloomberg TV, and has been written up in the Wall Street Journal, Barrons, and Forbes.
“In leaving a large retail brokerage corporation, I wanted to align with a firm that supports my desire to function as a Registered Investment Advisor, while still being able to provide traditional brokerage services. After surveying the marketplace for several years, I decided that US Fiduciary truly is committed to advisors who focus on putting their clients first. US Fiduciary’s pledge to an open-architecture resonates with our dedication to tailor each portfolio to a specific client’s risk and goals,” said Mr. Doglione.
“Our team focus is to manage money on behalf of individuals using the same tools available to institutional money managers. US Fiduciary brings the institutional-strength research capabilities needed when advising high-net worth and institutional clients,” commented Mr. Kornblue.
Elliot Weissbluth, President of US Fiduciary, stated: “We are delighted to welcome Art and Howard to US Fiduciary. Their decision to join our firm further evidences the sea of change occurring within financial services. Wealthy individuals, and their experienced advisors like Art and Howard, are losing confidence in the large brokerage firms. US Fiduciary is not just a name, it reflects our culture and dedication to a fiduciary standard.”
About US Fiduciary, LP
US Fiduciary is a boutique financial services firm focused on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of tools and services helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com.
Company Contact
Quan L. Domaleczny
Director of Marketing
US Fiduciary, Chicago
312.612.5309
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