Company officials said Holliday and Sindell will now be responsible for focusing on the independent, fee-only firm's relationship with financial advisors as well as educating them about the RIA's portfolio management services for separately managed accounts.
"Ed and Leanne both possess in-depth industry expertise that is instrumental to informing financial advisors about our unique investment philosophy and how it benefits their clients who hold separately managed accounts," CEO Sy Lippman said in a statement. "We look forward to providing a broader audience of financial professionals with portfolio management services that can help their clients safely and successfully navigate continued volatility in the market."
Prior to joining L&S Advisors, Holliday served as director of client development and Sindell served as director, business development at Shinnecock Partners where they both focused on marketing financial products through C.K. Cooper to the independent broker-dealer community and RIAs.
Larry Barrett writes for Financial Planning.
