Method's vision for CPA-owned Wealth Management is changing the industry
Atlanta, GA (PRWEB) April 08, 2013
Method, a leading developer of and investor in CPA-owned Wealth Management practices, has tapped veteran financial services expert Kosta Velis as its Director of RIA (Registered Investment Advisor) Services.
Mr. Velis will lead Method’s efforts to cultivate and optimize advisor relationships for Method’s Wealth Management Practice clients and partners. He will also help guide Method’s investment, risk and advisory products, services and platforms.
“Kosta is a financial planning, investment planning and advisory services expert. He knows advisors and he knows products. What is most exciting is how he is applying his expertise to the CPA-owned Wealth Management world,” said Tony Wood, Method’s Managing Partner. “Kosta’s understanding of how CPAs and Wealth Advisors can and should work together for their clients’ benefit is a true differentiator. With his help, Method and its partners will be able to offer options in advisory, alternative investments, asset allocation and planning that are unique.”
“The vision that Method and its clients and partners have for Wealth Management is changing the industry. I’m so pleased to be a part of what Tony and the team are doing. Method has a great approach and perspective,” Mr. Velis added.
Kosta Velis has earned Certified Investment Management Analyst (CIMA©) and Certified Financial Planner (CFP©) designations. Kosta comes to Method after an extensive career in Financial Services.
As a Financial Advisor with Merrill Lynch as well as Smith Barney and others, Mr. Velis developed an expertise in many key areas of the industry including Advisory, Alternative Investments, Asset Allocation and Financial Planning. While at Smith Barney, Mr. Velis was promoted into senior leadership as the Complex Director and Sr. Vice-President in charge of their large New Orleans Complex.
Kosta is a graduate of Southern Methodist University with a BA in Political Science. He also attended University of Pennsylvania's Wharton School of Business where he earned his Certified Investment Management Analysts CIMA(c) designation. He is a native New Yorker who resides in Houston, Texas with his wife. He has twins, Breck and Nadja.