Who's Moving Where In Wealth Management? – The Colony Group, SVB Private, Others

Editorial Staff

18 May 2022

The Colony Group
has appointed advisor Dave Sprenkle to join its independent advisor channel in York, Pennsylvania.

Operating as Sprenkle Wealth Management, Sprenkle is joined by senior client service manager Theresa Lehigh. They were previously affiliated with Janney Montgomery Scott and managed over $140 million in client assets.

A Pennsylvania native, Sprenkle has more than 30 years of financial services experience since beginning his career at Merrill Lynch in 1990. He holds a bachelor of science in finance from Penn State University.