CHARLOTTE, N.C., November 12, 2020 – Adhesion Wealth® today announced it is expanding its team with two new senior hires: Andrew Gradus joins as Senior Director of Consulting and Alex Satterfield joins as Senior Director of Advisor Support.
In his new role at Adhesion Wealth, Mr. Gradus will lead both the investment consulting and account management teams, enhancing the firm’s asset manager platform and promoting practice management solutions for Adhesion’s RIA clients. Prior to joining Adhesion Wealth, Mr. Gradus spent 15 years at Nuveen/TIAA Investments, eventually serving as Senior Director of Client Portfolio Management, where he focused on communicating the firm’s asset management expertise to institutional clients, including strategies across fixed income, equities and commercial real estate.
Mr. Gradus holds a B.S. in Business Administration with a major in Finance and a B.A. in Economics from the University of North Carolina at Charlotte. He holds the Chartered Financial Analyst (CFA) designation and currently serves on the Board of Directors for The CFA Society North Carolina.
Mr. Satterfield will head the strategic design and delivery of Adhesion Wealth’s service experience. This includes the client onboarding care that sets RIAs up for success on Adhesion’s platform as well as all ongoing service needs. Prior to joining Adhesion Wealth, Mr. Satterfield spent 12 years at Vanguard, where he worked his way up through the ranks leading service teams through model transformations, managing a $25 billion book of business, defining Vanguard’s 529 strategy and eventually serving as Head of Client Transitions in the retail division.
Mr. Satterfield holds a B.S. from Elon University and an MBA from Wake Forest University. He is a CFP® and is well-versed in the needs of RIAs and their clients.
“We are delighted to welcome these two accomplished industry veterans into the Adhesion family,” said Barrett Ayers, President of Adhesion Wealth. “Both Alex and Andrew bring years of experience in the RIA space, and I am excited to work alongside them as we further expand our capacity to help independent advisors grow and scale their businesses.”
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