(Burlington, MA) June 12, 2015: RPg Family Wealth Advisory announced today the addition of Boston based advisory team, TEG Advisors. “Bill, Mitch, Darby and John are a veteran advisory group with tremendous planning and investment expertise. I could go on about their individual professional accolades, but I find them to be even better people, which makes serving their advisory needs fun,” said David Gatti, CEO and CIO of RPg Family Wealth Advisory.
TEG has an extensive background in portfolio management based off a philosophy that started with Bill Eaton in the late 1980’s. The team is deeper and more sophisticated today as they have attracted industry veterans Mitch Goldfeld, Darby Friend and John Donabedian. TEG delivers a number of investment management strategies to their clients to help them achieve their stated investment goals.
“We are very excited to be joining RPg Family Wealth Advisory. We are both philosophically and culturally aligned with RPg. RPg can fully support the diverse investment management needs of our clients along with helping us deliver robust planning capabilities. Our team approach and RPg’s progressive view of the Wealth Management industry are complimentary and will help us service our clients better than ever,” said Bill Eaton.
Important Disclaimer:
Information contained in this press release is for informational purposes only and is not to be considered investment advice or a solicitation for investment.
