Xerxes Mullan & Shilpa Konduri from Avestar Capital are pleased to announce that Christopher Dunne & Connor Tendall have joined the firm as Relationship Managers.
NEW YORK, Aug. 22, 2022 /PRNewswire-PRWeb/ -- Avestar Capital is pleased to announce that Christopher Dunne & Connor Tendall have joined the firm as Relationship Managers. The Founding Partner of Avestar Capital, Xerxes Mullan believes that building strong relationships with clients as well as partner firms is one of the most important tenets in the wealth management business. Xerxes has built a team that comes in with abundant experience in the financial industry.
Prior to joining Avestar Capital, Christopher worked at IDB Capital as a Financial Advisor in their New York office. His role at IDB Capital primarily consisted of advising clients on their investments with regard to their traditional brokerage and retirement accounts. He functioned as the primary contact for investment portfolio asset allocation and onboarded the clients. He also served as the project manager for various internal projects. Christopher was responsible for selling and establishing estate and insurance plans for clients. Furthermore, he sold and advised on corporate 401K and 403B plans. He also served as a member of the Alternative Investment Committee in charge of vetting and approving various Private Alternatives offered at IDB Capital.
Before working at IDB Capital he was a Relationship Manager at JPMorgan Chase & Co. as part of a Chase Private Client Team. In addition to this, he also served as a Small Business Specialist.
Christopher is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He graduated from Bucknell University with a major in Business Management and a minor in Economics.
Connor Tendall has previously worked with the boutique Registered Investment Advisor (RIA) Snowden Lane Partners. He served as the Client Relationship Manager for Snowden Lane's Bethesda, MD office. Connor spent three years with this team and was able to experience back-office operations, provide tailored client service, and pieced together financial plans. During this time, he was simultaneously building a pipeline of his own prospects. Avestar Capital caters primarily to the entrepreneur and being an independent firm, garners the entrepreneurial spirit. The ethos of the firm is rooted in engaging with like-minded professionals to create a network that paves the way for new opportunities and opens up new avenues.
Connor graduated from the University of Maryland in 2015 following which he spent two years playing professional golf on various tours across the United States and Europe.
Avestar Capital is glad to have Chris & Connor on board as part of the Relationship Management team.
Media Contact
Shilpa Konduri, Managing Partner, Avestar Capital, 1 (212)706 4140, [email protected]
SOURCE Managing Partner, Avestar Capital
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