Haven Tower Group Launches Advisory Council to Enhance Industry Expertise
Haven Tower Group has announced the formation of its new Advisory Council, composed of senior leaders from various sectors within wealth management. The council includes executives with expertise in RIA and dual registrant enterprises, data governance, wealthtech, and strategic consulting. This initiative aims to expand Haven Tower's access to industry insights as it marks its 15th anniversary. The advisory members include Alex David of Equity Services, Inc., Susan Theder from FMG, Sid Yenamandra of SurgeONE.ai, Allison Couch Pratt at Anchor Point Strategies, and others with notable roles in the wealth management space. Joe Kuo, Haven Tower's CEO and Founder, emphasized that these leaders will help guide the firm through evolving industry challenges. Larry Roth, Chairman of Haven Tower’s Board of Advisors, noted that the council members bring valuable experience from business growth, technology, marketing, and consulting—areas critical to supporting client needs. The launch aligns with Haven Tower's ongoing efforts to strengthen its capabilities in public relations, brand strategy, and communications for wealth management clients.
Topics: RIA industry strategic communications wealth management