Triad Advisors has named Jeffrey Rosenthal executive vice president and chief marketing officer. Nathan Stibbs has been named executive vice president of national business development, and Roger Greenway has been named executive vice president of the business operations group.
Rosenthal will be responsible for products, marketing, partner relationships and advisory services. Prior to joining Triad in 2003, he served as an estate planning specialist with Hartford Life, and before that was an independent financial advisor.
Stibbs will be responsible for branch development and expansion, and advisor mergers and acquisitions. He joined Triad in 2001 and most recently served as senior vice president, responsible for coordinating and implementing the efforts of the firm’s marketing, advisor recruiting and transition departments.
Greenway will be responsible for technology, operations and compliance at Triad. He joined the firm in 2013 and has been in charge of back-office operations and technology. Previously with SunTrust Investment Services, he served as vice president of advisor desktop technology. Greenway also held operations positions at FSC Securities Corp, WMA Securities, Centennial Capital and Winsoft Software.
Headquartered in Atlanta, Triad Advisors is a subsidiary of Ladenburg Thalmann Financial Services Inc. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management and practice management solutions to over 600 advisors nationwide, the majority of whom operate their own hybrid RIA firms.