DEAL-RELATED PUBLIC RELATIONS & MARKETING

 
  • 13 Years of RIA Marketing Experience

  • Fellow Entrepreneur

  • Several Articles Published in RIABiz and Investment News

  • USC Marshall School of Business

Experience

MEGAN

CARPENTER

Deal-Related Services

  • Strategic Marketing

  • Business Development

  • Growth Planning

  • Internal/External Deal Communications

  • Brand Collateral Creation

Co-Founder

FiComm Partners

  • Head of Los Angeles Office at International Financial PR Agency

  • Proven Process for Delivering Outstanding PR Results

  • Head of Marketing/PR at United Capital Financial Advisers

Experience

JASON

LAHITA

Deal-Related Services

  • Message Development

  • News Release Drafting

  • Long-Standing Media Relationships

Co-Founder

FiComm Partners

 
  • ​is a guest columnist for RIABiz, Investment News and wealthmanagement.com

  • Director of Business Consulting Services for Schwab Advisor Services

  • Holds the Certified Financial Planner, CFP® designation

Experience

TIM

WELSH

Deal-Related Services

  • Public Relations Strategy and Support

  • Long-Standing Media Relationships

President and CEO

NEXUS Strategy

 
  • Associate Editor, Money Media

  • Director of Digital and Data Strategy, Crain Communications

  • Reporter at Financial Week

Experience

MARK 

BRUNO

Deal-Related Services

  • Digital Strategy

  • Long-Standing Media Relationships

  • Research 

  • Databases 

Associate Publisher

Investment News

 

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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