Alex. Brown welcomes $500 million advisor team in Philadelphia, Pennsylvania
ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, recently welcomed experienced financial advisors Steve Kanteliotis, Stephen Gitter and Frank Brodsky in Philadelphia, Pennsylvania, according to John Sutton, regional director for the Alex. Brown Metropolitan region.
“I am pleased we continue to attract high-quality advisors like Steve, Stephen and Frank, who were looking for a firm with that unique combination of a boutique feel and sophisticated service offered by Alex. Brown, backed by the support of a strong company like Raymond James,” said Haig Ariyan, president of Alex. Brown. “This high-caliber team is an important addition to the Metropolitan region as we continue to expand Alex. Brown’s presence across the country.”
Kanteliotis, Gitter and Brodsky join from Wells Fargo, where they previously managed $500 million in client assets. The team is joined by Practice Business Manager Michael Gambol and Investment Portfolio Associate Frederick Daniels and operates as Kanteliotis Wealth Management. The team joins Alex. Brown’s Philadelphia office, which is managed by Robert Kenney.
“We have spent years doing due diligence to find the right place to best serve our clients and have now found that in Alex. Brown,” said Kanteliotis. “Even while transitioning in the midst of a pandemic, we’ve experienced incredible support and have been very impressed with the quality of people and the culture this firm brings. In a time of uncertainty, it is refreshing and necessary to have the resources and cutting-edge technology offered at our fingertips.”
Kanteliotis is the founding member and managing partner of Kanteliotis Wealth Management and has been in the financial services industry for 22 years. He started his career at Prudential Securities and moved to Wells Fargo in 2005. Kanteliotis is a graduate of Penn State University.
Gitter has been in the financial services industry for 39 years. He is a graduate of Penn State University and received his Doctor of Dental Surgery degree from the Temple University School of Dentistry. Gitter started in financial services at Drexel Burnham and over the years has worked at Prudential Securities, Morgan Stanley and Wachovia Securities, which was acquired by Wells Fargo Advisors in 2008.
Brodsky started in the financial services industry in 1956. He served in Korea and Japan in the Special Category Army with Air Force (SCARWAF) during the Korean War. Brodsky attended Peirce College and Saint Joseph’s University.
Gambol has been in the financial services industry for 25 years. He started his career at TD Ameritrade and spent 13 years at BlackRock Inc. before moving on to Wells Fargo. Gambol earned his bachelor’s and MBA from Penn State University.
Daniels has 15 years of experience in the financial services industry. He is a graduate of the University of Scranton with a degree in finance.
“I’m excited to welcome this dynamic team to the Alex. Brown family in our Philadelphia market, and to expand in the Metropolitan area,” said Kenney. “Their shared commitment to putting clients first makes them the ideal fit, and it shows with their combined 165 years of experience in the industry.”
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James, was originally founded in 1800, becoming the nation’s first investment bank. Alex. Brown advisors offer financial planning and wealth management services for high-net-worth individuals and institutions. The division’s broker/dealer of record is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $908 billion. Additional information is available at alexbrown.com.