Pettinelli Financial Partners, an independent wealth management firm overseeing more than $750m in client assets, has finalised an ample organisational realignment devised to improve service quality and position the firm for long-term growth.
The reorganisation, completed at the end of 2024, includes a seamless leadership changeover and the adoption of a 100% employee-owned structure.
Go deeper with GlobalData
Founder Dennis Pettinelli has stepped away from day-to-day operations to serve as an ambassador and mentor. His son, Jon Pettinelli, who became president in 2019, now leads the firm alongside a newly expanded senior leadership team.
The team includes partners Janice Fong, Allison Steele, Rick Rodriguez, and Cooper Grady, each bringing unique expertise to the firm’s integrated team-based service model.
The new leadership reflects diverse strengths:
- Fong, Client Relationship Manager, joined as a client in 2007 and now oversees client service, emphasising empathy and personalisation.
- Steele, Office Manager, has improved operational efficiency and employee engagement since 2016.
- Rodriguez, Financial Adviser, focuses on holistic, team-based planning for high-net-worth clients.
- Grady, Director of Financial Planning, leads the firm’s centralised planning efforts, ensuring quality and consistency.
Jon Pettinelli, CEO of Pettinelli Financial stated: “We’ve always taken great pride in delivering the service experience our clients expect and deserve, and the completion of our strategic repositioning as a 100% employee-owned firm furthers our ability to do just that. With four new committed owners, we are better positioned than at any other time in our firm’s history to accelerate our growth and success by further elevating the quality and sophistication of the service experience we deliver to seek multi-generational wealth for our clients.”
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataHe added: “Central to our reorganisation is creating a truly integrated team-model approach. We can now mobilise the full spectrum of expertise and skills across our entire firm to provide a comprehensive, planning-based experience for each client. This model enhances our prior structure and will be a robust foundation for our forward growth vision.”
