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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Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Manager eXchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors gain access to a scalable, multi-custodian platform upon which to grow successful practices.
Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. For more information, call (888) 295-8351 or visit www.adhesionwealth.com.
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1 trillion in assets and 4 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640, email firstname.lastname@example.org, or visit www.vestmark.com.