Atlanta-Based Firm Makes Change At Helm

Robbie Lawther

12 June 2017

Atlanta-based financial services firm ACG Wealth has appointed Greg Fink as president. He will also become the company’s new chief executive.

Fink will be responsible for driving ACG Wealth’s strategic growth plan, which includes expanding the private wealth and hybrid investment management platforms, the firm said in a statement on Friday.

The new president was previously vice president at Fidelity Investment’s clearing, custody and services business unit, where he responsible for custody, clearing and the practice management of registered investment advisor firms through the Southeast.

“Greg brings more than 20 years of experience in the business and management of RIAs,” said Jody Young, founding partner. “He also knows investing and trading, having cut his teeth at the large institutional firms including Fidelity, Northern Trust and Bank of America. He is tasked with continuing our momentum and taking ACG Wealth to the next level.”

ACG Wealth has around $1.8 billion in total assets under management, and it has offices in New York, Atlanta, Houston and North Carolina.