Tue, 10/05/2011 - 16:00
JTF Private Wealth Management has appointed Richard Urbealis as President. The private wealth management division of John Thomas Financial offers customised portfolio management solutions to individuals and families of high net worth. Emphasizing a client-centric approach, the firm's products and services include estate, asset and fund management, investment management, business owner planning, and insurance services.
These offerings are tailored to each client's tax, financial, investment and estate planning needs and are delivered in an exceptionally private and confidential environment.
Urbealis, a specialist on trends and solutions affecting high net worth individuals and families, joins JTF Private Wealth Management following decades of success as a financial consultant. As Vice President at Merrill Lynch & Co and Senior Vice President at Guardian Life Insurance Agencies, Urbealis managed high net worth client assets and comprehensive insurance products, leading to a career as a business advisor. With executive roles at 1st Global, Inc, Capital Professional Partners, LLC, and most recently as President of Private Client Group, LLC, Urbealis has helped over 200 financial services firms build a fully integrated wealth management practice throughout the United States.
Urbealis has been featured on the covers of Business Week, Fortune Magazine and the Wall Street Journal. He is the co-author of Accountants as Wealth Managers: The New Paradigm for Providing Financial Services, published in 2002 by Institutional Investor, Inc.
"The challenges and opportunities of the past several years serve to highlight the need for a more robust private wealth management offering, one which provides highly individualised service and a vigilant attention to economic, tax and investment trends. Having Richard on our team allows us to expand our practice along these lines in wealth management, asset protection and estate planning," says John Tomas Financial CEO Thomas Belesis. "Richard's experience and expertise enriches the capabilities of our advisory team, allowing the private wealth management division to offer a service uniquely competitive in today's environment."
Urbealis says: "Under Tom's dynamic leadership, John Thomas Financial has demonstrated extraordinary growth in some of the most adverse market conditions on record. The vision and execution which contributed to this growth demonstrate the value of John Thomas' client-focused approach, an approach which serves as a foundation for the private wealth management division's business. I am excited to join its affiliate, and to build a premier global wealth management firm."
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