Petkus is a perfect match to our group of Naples financial advisors, says O.D. Ward, CTFA managing member and senior portfolio manager.
Naples, FL (PRWEB) June 12, 2013
Aviance Capital Partners, LLC, a private, owner-managed investment advisory firm based in Naples, announces the appointment of Lynn Petkus as director. In this newly created role, Petkus will oversee the investment management firm's sales, marketing, business development and client service activities to continue improving the overall service level to new and existing clients.
“Aviance Capital Partners has always been a boutique investment firm with a focus on client services and custom portfolio management. My partners Jim Neel, Jack Brown and I have insisted that Aviance Capital maintain a high client service level and find ways to improve that aspect of our business as we grow. Lynn Petkus is a perfect match for us in that he will bring his entire (successful) career experience and blend that into our operation and service systems," says O.D. Ward, CTFA managing member and senior portfolio manager.
Petkus brings an abundance of professional experience in retail and institutional sales which will serve well with providing outstanding customer service to Aviance clients and financial professionals alike. In addition to managing his primary territory, Petkus also launched additional territories in the northeast, midwest, and mountain states for Churchill Management Group, contributing to its growth in assets under management from just over $400 million to approximately $2.2 billion during his ten years with the firm.
"My prior experience in institutional sales exposed me to a number of successful investment advisory firms, and I've seen what works with respect to client servicing, sales and firm growth," said new Director Lynn Petkus. “I look forward to working with the collective talent at Aviance Capital Partners and developing new and effective programs that will enhance our overall service level. This will be an exciting time in our firm’s history.”
About Aviance Capital Partners, LLC
Aviance Capital Partners, LLC was established in 2009 and is headquartered in Naples, FL. Aviance Capital Partners is a private, owner-managed investment advisory firm focused on building and managing customized equity and fixed income portfolios for high net worth individuals. Utilizing proprietary research and portfolio strategies and operating with a “conservative yet opportunistic” philosophy, Aviance’s goal is to protect the financial resources of its trusted clients while achieving competitive returns. The firm’s comprehensive services include portfolio management, fundamental equity research, complex strategies for concentrated stock positions and trusts. Aviance Capital Partners, LLC is owned and managed by Jack Brown, James Neel and O.D. Ward.
For more information on Aviance Capital Partners, LLC, please visit the firm’s corporate website at http://www.aviancecapitalpartners.com or call their corporate office at 239-598-4747.