Consultancy firm Cassique Strategies announced its launch by 30-year wealth management veteran Andy Kalbaugh, who will serve as Founder and Managing Director. Charlotte, North Carolina-based Cassique will bring management consultancy services to the wealth management space for select clients and provide Kalbaugh’s insights and experiences through public speaking engagements throughout the country.
“I’m thrilled to get Cassique off the ground as it’s something I’ve been looking forward to doing for quite some time,” said Kalbaugh. “In the spirit of the true cassiques of the Carolinas’ low-country, I look forward to helping my clients navigate the wealth management terrain. I’ve always been a big believer in the power of expert guidance for firms seeking to unlock new opportunities and increase their growth.”
Prior to Cassique, Kalbaugh served as Managing Director and Divisional President at LPL Financial, with oversight for thee retention, satisfaction and growth of over 17,000 independent advisors and 800 financial institutions, with over $900 billion in collective assets. Prior to LPL, he was CEO of American General Securities and Mutual Service Corp.
Kalbaugh currently serves as an Advisory Board Member of private equity firm TowerBrook Capital Partners Management and as a board member for Communities in Schools of Mecklenburg County, North Carolina.
Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com
