10.02.25

Cetera Taps Ex-Schwab, Fidelity Veteran To Lead RIA Blueprint

by: Leo Almazora

Cetera Financial Group appointed Paul Polese as community leader of RIA Blueprint, part of its expanding registered investment advisor (IRA) and branches channel. Polese will oversee platform sales, relationship management and growth for independent and hybrid RIAs. He previously founded BCA Consultants and held senior roles at Pershing, Charles Schwab and Fidelity. Jen Hanau, RIA and branches channel leader at Cetera, said Polese’s expertise will help scale RIA Blueprint and empower advisors pursuing independence.

Read the full article on InvestmentNews