Haven Tower Adds Marketing Platform To Provide Outsourced CMO Services

Boutique Wealth Management Communications Firm Expands Offerings With New Platform
Joseph Kuo, Founder & CEO, Haven Tower Group; Katherine Paulson, Partner & Head of Digital Marketing Strategies, Haven Tower Group and Managing Partner, Haven Mark Partners
Joseph Kuo, Founder & CEO, Haven Tower Group; Katherine Paulson, Partner & Head of Digital Marketing Strategies, Haven Tower Group and Managing Partner, Haven Mark Partners
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

Haven Tower Group this week announced the launch of Haven Mark Partners, a platform aimed at providing outsourced chief marketing officer solutions to wealth management businesses.

The Los Angeles-based firm said in a release that the new platform will combine “a select stable of pre-vetted and carefully curated third-party solutions providers” with its existing offerings to help clients with their marketing needs on a project basis.

“The rollout of this new platform not only comprehensively rounds out our full-service capabilities across PR, communications, brand strategy and marketing, but it also underscores our commitment to delivering an exceptional service experience that drives growth for our stable of clients nationwide,” Haven Tower Group Founder and CEO Joseph Kuo said.

Katherine Paulson will serve as Haven Mark’s Managing Partner. She has over 20 years of marketing experience, including serving as marketing director for Met Life Investors for over a decade. Ms. Paulson is also a Partner with Haven Tower, where she is Head of Digital Strategies.

In addition to Los Angeles, Haven Tower has offices in Chicago, Seattle and New York. Kuo launched the firm in 2011 after serving as SVP and Head of Public Relations at LPL Financial, the nation’s largest independent broker-dealer.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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