{"id":685079,"date":"2026-07-10T23:10:10","date_gmt":"2026-07-10T23:10:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/685079\/"},"modified":"2026-07-10T23:10:10","modified_gmt":"2026-07-10T23:10:10","slug":"partners-adds-864m-team-from-wells-fargo-advisors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/685079\/","title":{"rendered":"&Partners Adds $864M Team From Wells Fargo Advisors"},"content":{"rendered":"

&Partners, a St. Louis-based hybrid broker\/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors<\/a>, has added an eight-person team in Saratoga Springs, N.Y. with $864 million in pre-hire assets under management.<\/p>\n

Foothills Legacy Wealth Management has joined from Wells Fargo Advisors. The firm is led by co-founders Andrew Cook and Gerard Mehan, who had been with Wells Fargo for the last seven years. Prior to that, they were with Merrill Lynch.<\/p>\n

Their team also consists of Christopher Cassidy, partner and director; Joanne Windas, partner and director; Brandie Mulligan, director of planning; Courtney Fagan, financial consultant; Susan Mallery, senior client relationship manager; and Gregory St. Denis, senior client relationship manager.<\/p>\n

This represents the 13th advisor practice to join &Partners this year.<\/p>\n

This follows news in June that &Partners recruited three advisor teams<\/a> with a combined $1.6 billion in pre-hire AUM, all from Wells Fargo Advisors. That included Wavewood Private Wealth, a practice in Basking Ridge, N.J. with over $574 million in pre-hire AUM; Brookside Wealth Advisors, with about $550 million in pre-hire AUM; and Three Points Wealth Planners, a Dana Point, Calif.-based team with about $450 million in pre-hire AUM.<\/p>\n

Related:Q&A: Binah CEO Outlines Plans for M&A, Corporate RIA Consolidation<\/a><\/p>\n

&Partners has had much success recruiting advisors from Wells Fargo, Kowach\u2019s former employer. Kowach co-founded &Partners in 2023 along with Kristi Mitchem, one of Wealth Management\u2019s Ten to Watch in 2026<\/a>, and John Alexander.<\/p>\n

The firm now has 117 advisor practices, representing about $58 billion in assets as of the end of June.<\/p>\n","protected":false},"excerpt":{"rendered":"&Partners, a St. Louis-based hybrid broker\/dealer launched by David Kowach, the former president and CEO of Wells Fargo…\n","protected":false},"author":2,"featured_media":685080,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-685079","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/685079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=685079"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/685079\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/685080"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=685079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=685079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=685079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}