We are active, nimble and research driven partners and create custom solutions for each individual portfolio. We are increasing our numbers to keep up with the existing demand while growing our business.
Atlanta, Georgia (PRWEB) May 21, 2012
Continuing its organic growth, Atlanta Capital Group has hired David M. McInnis and Richard Artzi as wealth management associates and high net worth consultants.
“We have forged a successful, sustainable wealth management model that works incredibly well in this uncertain climate,” said Principal Managing Partner David Millican. “We are active, nimble and research driven partners and create custom solutions for each individual portfolio. We are increasing our numbers to keep up with the existing demand while growing our business.”
Atlanta Capital Group has grown its staff by more than 13 percent since the start of the new year. The firm opened an office in Birmingham earlier this year and opened an office in St. Simons, Ga. last year. Millican and founding partners Jeff Shaver and Jody Young have strategically grown assets under advisement to more than $765 million since founding Atlanta Capital Group 10 years ago.
Artzi has more than 15 years of experience in the financial services industry, first with Morgan Stanley Dean Witter and most recently with CUNA Brokerage, where he was Vice President, Financial Advisor, and Trust Liaison Officer. He was named Advisor of the Month in May 2010, a two-time Gold Medallion Award Winner and acquired the Chartered Retirement Planning Counselor Designation in 2009.Artzi is a graduate of Northeastern University and lives in Sandy Springs with his wife and two kids.
McInnis brings more than eight years of financial experience to Atlanta Capital Group. He started his career at A.G. Edwards & Sons, where he earned the Albert Gallatin Award as one of the top new producers. He most recently was a Senior Consultant with Morgan Stanley where he headed business development initiatives and worked with corporate clients and individuals. He received his MBA with a concentration in accounting and finance from the Georgia Institute of Technology.
Atlanta Capital Group is a private wealth advisory firm that proactively manages investments through a powerful combination of disciplined strategies and personalized services serving high net worth individuals, foundations, endowments and retirement plans while delivering a high-touch boutique advisory experience.
About Atlanta Capital Group
Since 2002, Atlanta Capital Group has brought a combination of personalized investment and strategic, comprehensive financial planning to wealth management. The Buckhead-based independent firm serves high net worth individuals, foundations, endowments and retirement plans and has more than $765 million in assets under advisement. For more information visit http://www.atlantacapitalgroup.com.