In an article published on October 15, 2017, in the Cobb Business Journal, BT Wealth Management was featured for hiring Justin Snell as the firm’s new chief operating officer. The article mentions how the firm passed the $500 million mark in discretionary assets under management earlier this summer and how Snell’s arrival from Bennett Thrasher, […]
BT Wealth Management Hires Justin Snell As New Chief Operating Officer,” Metro Atlanta CEO
October 13, 2017
In an article published on October 13, 2017, in Metro Atlanta CEO, BT Wealth Management was featured for hiring Justin Snell as the firm’s new chief operating officer. The article mentions how the firm passed the $500 million mark in discretionary assets under management earlier this summer and how Snell’s arrival from Bennett Thrasher, the […]
Rapidly Growing BT Wealth Management Hires Justin Snell as Chief Operating Officer
October 12, 2017
Firm That Recently Surpassed $500 Million in Assets Under Management Adds Fifth Hire Since April ATLANTA, October 12, 2017 – BT Wealth Management, whose rapid growth pushed it past the $500 million mark in discretionary assets under management (AUM) earlier this summer, has named Justin Snell as the firm’s new chief operating officer. Snell […]
“Patti Fries Welcomed as New Chief Compliance Officer,” Atlanta Journal-Constitution
August 28, 2017
In the August 27, 2017, print edition of the Atlanta Journal-Constitution, Patti Fries was mentioned in the business section of the newspaper for her new role as chief compliance officer at BT Wealth Management. Fries will be responsible for BT Wealth’s entire compliance program and policies. Since April, BT Wealth has added three other employees: […]
“BT Wealth Management Welcomes Patti Fries, Abigail Soren and Owen Cooper,” Atlanta Business Chronicle
August 11, 2017
In the August 11, 2017 print edition of the Atlanta Business Chronicle, BT Wealth Management’s Patti Fries, Abigail Soren and Owen Cooper were featured in the People on the Move section. Fries was recently appointed as the firm’s new chief compliance officer and will be responsible for BT Wealth’s entire compliance program and policies. She […]
Quarterly Review and Outlook – 2nd Quarter 2017
August 8, 2017
“If you take shortcuts, you get cut short.” Gary Busey Elevators are the unsung heroes of economic development. We only notice them when they stop working, but the density of modern cities would be unthinkable without safe and efficient vertical transportation. Nick Paumgarten’s 2008 article[1] “Up and Then Down” is a classic on this subject, […]
“BT Wealth Management Appoints Patti Fries as Chief Compliance Officer,” Atlanta Citybizlist/Patch
August 2, 2017
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 Management Adds Chief Compliance Officer, Two Other Hires,” Atlanta Business Chronicle
July 27, 2017
On July 26, 2017, in the online edition of the Atlanta Business Chronicle’s People on the Move, Patti Fries is featured for becoming BT Wealth Management’s new chief compliance officer. Also featured are Abigail Soren for joining the firm as a senior financial planner and Owen Cooper for becoming a research analyst. Fries will be […]
BT Wealth Management Hires Chief Compliance Officer
July 26, 2017
BT Wealth Management, whose rapid growth has landed it on the lists of several prominent national publications ranking the nation’s largest and fastest-growing registered investment advisers, is pleased to announce the hire of Patti Fries, IACCP, as the firm’s new chief compliance officer. Fries previously served as chief compliance officer since 2006 for Cornerstone Management […]
“BT Wealth’s Terri Munro Featured in Community Foundation Annual Report,” Community Foundation for Greater Atlanta
July 14, 2017
The Community Foundation for Greater Atlanta, an organization dedicated to connecting donors with nonprofits, profiled BT Wealth Management Wealth Advisor Terri Munro in its 2016 Annual Report. The report discusses the work Munro does to ensure the philanthropic goals of BT Wealth’s clients are met, including connecting them with the Community Foundation, which is the […]
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