Family Office
Advisory aggregator taps a new head of recruiting

WealthTrust makes senior hires for internal support, business development. Nashville, Tenn.-based RIA aggregator WealthTrust has hired Homrich & Berg's former COO Mark Rogozinski as its senior v.p. for corporate development, a new position that puts him in charge of bringing in new affiliates.
"Mark's proven ability to leverage his knowledge and experience to help facilitate continuity within the investment-management and advisory business is a great asset to WealthTrust," says Rusty Benton, WealthTrust's founder and CEO. "We look forward to harvesting his management expertise as we continue to grow the business."
Twofer
Rogozinski's hire comes about two months after WealthTrust appointed Invesco's former chief administrative officer Holly Deem as COO. In fact, Rogozinski joined WealthTrust as a result of its search for a COO, according to the firm's v.p. for acquisition development Tate McDaniel.
"We didn't run two searches, but we we've known Mark for a long time and we became aware of [his] potential availability," says McDaniel, who reports to Rogozinski. "The role Mark has taken on was already part of our strategic plan."
But Deem's and Rogozinski's respective functions at WealthTrust don't overlap. Deem provides support and advice in the areas of operations, technology, accounting, human resources and secession planning to WealthTrust's 11 affiliates and takes the lead in integrating newer acquisitions. Rogozinski concentrates on bringing in new partner firms.
But both positions free Benton up to provide more comprehensive oversight of WealthTrust, says McDaniel.
At Atlanta-based Homrich & Berg, Rogozinski was responsible for client service, technology, compliance, operations, human resources, finance, accounting external offices and acquisitions. Before he joined Homrich & Berg in the summer of 2005, he was COO of Rockville, Md.-based multifamily office Lydian Wealth Management. His tenure there overlapped with Lydian WM's accquistions of Philadelphia-based Copper Beech Advisors and Portland, Ore.-based Windermere Investment Associates in 2004.
(Lydian WM is now two firms: wealth-management platform provider Fortigent, a subsidiary of Palm Beach, Fla.-based holding company Lydian, and Convergent Wealth Advisors, an affiliate of Los Angeles-based City National 's Convergent Capital Management subsidiary. WealthTrust recently picked Fortigent to provide its affiliates with access to outside investment managers and related services.)
Rogozinski also worked at Atlantic Trust (formerly Pell Rudman) between 1999 and 2003. WealthTrust's affiliates advise clients on a total of about $8.6 billion in assets. -FWR
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