STRATOS WEALTH HOLDINGS NAMES PHIL NUTTALL AS CHIEF OPERATING OFFICER
Experienced Financial Leader Joins From LPL Financial to Lead Stratos' Infrastructure and Asset Management Operations
BEACHWOOD, Ohio Aug. 28, 2023 /PRNewswire/ -- Stratos Wealth Holdings (Stratos) today announced it has named Phil Nuttall as Chief Operating Officer effective immediately.
Nuttall joins Stratos with over a decade of wealth management executive experience. Most recently, he served as the Senior Vice President, Enterprise Alliances for LPL Financial. Prior to that he was the Head of Advice & Financial Planning for Capital One and held several leadership roles for HSBC and Citi earlier in his career.
Stratos Founder and CEO Jeff Concepcion said, "As we move into the next phase of growth, we are fortunate to have such an incredibly talented and dedicated team to lead our firm. Our entire executive team's steadfast leadership and vision have allowed us to expand into new market segments. With Phil, we are positioned to build upon our success and take full advantage of our position in the market."
Nuttall said, "The opportunity to join a growing firm with a talented executive team during a time of industry challenges provided me with perfect next step in my career. I greatly enjoyed my time with LPL and am excited to continue Stratos' strong partnership with them in my new role."
Lou Camacho, who served as the firm's COO from 2020 to 2023, will now focus on the strategic expansion of Stratos Wealth Enterprises.
About Stratos Wealth Holdings Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors and Fundamentum. Stratos includes a national network of over 340 financial advisors and financial planning practitioners working across 27 states.
It’s interesting to see Phil Nuttall stepping in as COO right away, especially with his LPL Financial and Capital One background behind him. I’m curious how his enterprise alliances experience will shape Stratos’ infrastructure and asset management operations as they head into that next growth phase. By the way, I keep a free AI tone and style rewriter I like to share: https://saymorph.com/
Big hire for Stratos — Nuttall’s LPL enterprise alliances experience should translate well into scaling their RIA partnerships. Curious to see how his Capital One planning background shapes their advisor tech stack, which is exactly the kind of move I've been tracking with. https://magicbrief.pro
Great to see Stratos bringing in someone with Phil's depth in enterprise alliances and advice strategy—that mix should serve their growth well. Curious how his LPL experience shapes their next phase, I've been following their moves and found some useful context on it. https://hailuo-ai.pro
Great to see Stratos bringing in someone with Phil's experience in enterprise alliances and advice strategy—that mix should serve their growth well. Curious how his LPL background shapes their next phase, I've been following similar moves at https://ai-for-animation.com
Great to see Stratos bringing in someone with Phil’s depth in enterprise alliances and advice strategy—that COO role will definitely benefit from his LPL and Capital One background. Curious how this shapes their next phase of growth, especially on the technology side. I've been tracking similar moves over at https://meshiai.pro