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Leadership Team

About

The Leadership Team at Echelon Wealth Partners is responsible for setting strategic direction, driving investment initiatives, and overseeing the operational and financial health of the company. This team comprises senior executives from various divisions, including equity capital markets, electronic trading, institutional sales, and investment banking, all working together to ensure the firm delivers exceptional client service and maintains its entrepreneurial spirit. Collectively, they make key decisions that shape the firm's growth and market presence.