People Moves
Philadelphia Financial Expands UHNW Insurance Team
Philadelphia Financial Group, the insurance firm that offers
high net worth private
placements, has added fourteen members to its “Alpha Alliance” -
a network of distributors which
offer insurance products as part of an overall wealth management
plan for ultra
high net worth clients.
Members of the Alpha Alliance include insurance professionals and
representatives from wealth planning and investment firms with a
tradition of service to the UHNW client community, the firm
said.
Associates are supported by Philadelphia Financial’s staff, as
well as having
direct access to the firm’s proprietary systems and technical
expertise.
The new members include: John Anderson of Tempewick Wealth
Management; William Dolan of SBG; Allan Goldstein of Goldstein
Financial Group;
Robert Hall of Vie International Financial Services; Peggy
Hollander of The
Succession Group; H Thomas Hollinger of Newton One Advisors;
JoanAnn Natola of
Element Financial Group; Michael Niemann of Newton One Advisors;
Sam Radin of
National Madison Group; Iain Scott of Caledonia Planning Group,
and; Howard
Sharfman of Schwartz Brothers Insurance.
