Stephens Expands in Atlanta with Key Hire
Carleton Forrester, a seasoned financial professional, has joined the Private Wealth Management division of Arkansas-based financial services firm Stephens as Managing Director and Senior Partner of the Forrester & Holmes Group. Based in Stephens' Atlanta office, Forrester will lead the group alongside Senior Vice President William Holmes. Forrester's arrival marks a significant expansion for Stephens in Atlanta and across the US, underscoring the firm's commitment to meeting clients' evolving needs with excellence.
Key Takeaways:
- Carleton Forrester has joined Stephens' Private Wealth Management division as Managing Director and Senior Partner of the Forrester & Holmes Group.
- Forrester leads the group in collaboration with Senior Vice President William Holmes, based in Stephens' Atlanta, GA office.
- Forrester's experience serving over 40 affluent families, collectively holding assets exceeding $1.7 billion, provides a deep understanding of complex financial considerations.
- Prior to joining Stephens, Forrester was a Managing Director at J.P. Morgan and held a senior advisory role at UBS.
- Stephens' Private Wealth Management division aims to attract top talent and expand in key growth markets, such as Atlanta.
- The firm's strategy reflects its commitment to serving clients across the US with excellence.
- Forrester's arrival in Atlanta reflects Stephens' ongoing growth in the region.
Statistics:
- 40 affluent families served by Forrester prior to joining Stephens, collectively holding assets exceeding $1.7 billion.
- $1.7 billion in assets under management for the families served by Forrester.
- 2 decades of experience in private wealth management for Forrester.
- 2 key markets targeted for growth by Stephens' Private Wealth Management division: Atlanta and the US.
Sources:
- Stephens (https://www.stephens.com)
- Bankruptcy (USA) - unknown publication report