“BT Wealth Management Appoints Patti Fries as Chief Compliance Officer,” Atlanta Citybizlist/Patch

In articles published by Patch on July 25, 2017, and Atlanta Citybizlist on July 30, 2017, BT Wealth Management was mentioned for its appointment of Patti Fries as the firm’s new chief compliance officer. Fries previously served as chief compliance officer for Cornerstone Management Inc. since 2006. In her new role, Fries will assist in BT Wealth’s software installation of Schwab Compliance Technologies, a top tool in the marketplace for firms to meet complex employee compliance and regulatory requirements. Fries is the firm’s third hire since April, bringing BT Wealth’s total number of employees to 13. For the full articles, please click here and here.