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Fortigent hires Chad Givens for west coast business development


Fortigent, a provider of outsourced wealth management solutions for financial advisers and institutions targeting high net worth clients, has hired 15-year sales veteran Chad Givens.

Most recently in a senior institutional sales position with Thomson Reuters in San Francisco, Givens will head up Fortigent’s west coast business development effort.

"We are delighted to welcome Chad to our team," says Gary Carrai, Fortigent’s senior managing director of consulting and sales. "The wealth management industry is in recovery, with lots of money in motion and a significant number of industry professionals either changing firms or starting their own. As more of these firms focus on delivering a ‘best practices’ solution while containing costs and infrastructure, we increasingly become their ‘go to’ outsourcing solution. The addition of Chad and our opening a West Coast office are strategic steps in meeting this increased demand."

"I am very excited to join an organisation known for its experience and expertise in the high net worth marketplace," adds Givens. "I believe Fortigent is uniquely positioned to help its community of advisors deliver a differentiated wealth management experience, and I am thrilled with our growth plans for the West Coast."

Givens will be based in Fortigent’s San Francisco office.

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