John Pesce, CEO of TCG Group Holdings, LLP, is pleased to announce the newest member of the leadership team, Jeff Montgomery, who joined TCG after holding long-term leadership positions with AFAM Capital and National Financial Partners (NFP).
For the past eight years, Jeff served as the Chairman and CEO of AFAM Capital, an institutional money manager overseeing several billion in assets. Prior to building AFAM and acquiring its Innealta ETF Division, Jeff was the CEO and COO of the operating companies of National Financial Partners for seven years—including NFP Investments, NFP Benefits, and NFP Insurance. Jeff was part of the leadership team that took the company public in 2003.
Previously, Jeff was CEO of the investment division and broker-dealers of ReliaStar—a Fortune 500 company and division of ING. Prior to that, he was General Counsel for PrimeVest Financial Services and President of PrimeVest Mortgage.
Jeff’s role will include responsibility for all operational areas and sales divisions of TCG’s multiple business units. TCG has experienced significant success and growth in the past few years due to the hard work and focus of the team.
“Jeff’s addition to the organization is part of TCG’s continued effort to expand the business and to scale the company with best-in-class processes and talent,” says Pesce.
Jeff received his finance degree with honors from the University of St. Thomas in St. Paul, Minnesota, and his law degree from the University of Oregon.
TCG Group Holdings, LLP is comprised of a series of companies which provide interlocking and complementary services—including institutional and individual financial planning, benefits services, retirement plan design and implementation, portfolio and investment advising, identity protection, financial consulting, and other services.
Read the full article at PR Newswire here.
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