People Moves

California RIA Appoints Ex-Partner Of Thomas Weisel

Devina Shah London 19 August 2010

California RIA Appoints Ex-Partner Of Thomas Weisel

Napa, California-based Argos Wealth Advisors, a three-year-old registered independent advisor that manages $1.3 billion of assets, has appointed Jeff Handy as financial advisor, previously a star in the wealth management division of Thomas Weisel Partners, reports RIABiz.

In his new role Handy will be responsible for providing custom, conflict-free wealth management solutions for Argos clients.

Before his most recent positions as partner and head of Private Client Services at Thomas Weisel Partners, Handy helped to create and develop the firm’s investment consulting department which manages over $10 billion in assets for institutions and high net worth individuals.

Prior to his role at the Stifel Financial-owned company, Handy was managing director and senior manager for the fixed income and wealth management group of Montgomery Securities.

This publication was unable to reach the firm at the time of going to press.

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