Haven Tower Group has appointed Stephen Langlois to its Board of Advisors, drawing on his experience leading a national wealth management platform and expanding eMoney Advisor’s reach across the wealth management industry.
The firm, which focuses exclusively on the wealth management industry, said Langlois will provide strategic counsel as it expands its client offerings and approaches its 15th anniversary.
“As Haven Tower continues to grow alongside our clients and expand our reach across the wealth management ecosystem, we remain committed to surrounding ourselves with exceptional leaders who have built distinguished careers and can help shape our future,” said Joe Kuo, Founder and CEO of Haven Tower Group and Managing Partner and Co-Founder of Ascentix Partners.
Kuo added, “As somebody who has led some of the industry’s most respected firms and platforms, Stephen’s experience in scaling businesses and navigating industry transformation will provide tremendous value to our leadership team and our Board. We are honored to welcome Stephen to the Haven Tower community.”
A Career Across Platforms And Advisor Technology
Langlois most recently served as President of Kestra Financial, a private equity-backed wealth management platform supporting more than 1,700 independent financial professionals. Kestra’s revenue grew 61% during his tenure.
Langlois most recently served as President of Kestra Financial.
He now serves as Managing Principal of Seaport Consulting Partners, where he advises the boards and leadership teams of fintech and financial services organizations on growth strategy, innovation and business transformation.
In March, Langlois joined the Board of Directors of tax planning software provider Holistiplan.
Before Kestra, Langlois spent nine years at Fidelity Investments. His roles there included Head of Distribution Strategy for Fidelity Institutional and Head of Strategic Business Development for Fidelity Wealth Technologies.
After leading Fidelity’s acquisition of eMoney Advisor, Langlois served as the financial planning software company’s Chief Revenue Officer, expanding the platform’s adoption across the RIA, broker-dealer, bank and insurance channels.
Earlier in his career, Langlois held senior leadership roles at LPL Financial and worked at Bain & Company. He earned a master’s degree in business administration from the Tuck School of Business at Dartmouth College and a bachelor’s degree from Colby College.
The Board Langlois Joins
Haven Tower’s Board of Advisors is chaired by Larry Roth, Founder and Managing Partner of Ascentix Partners and CEO of WSR. Before launching his own firm, Roth served as CEO of Cetera Financial Group and AIG Advisor Group, now Osaic.
Other members include Wealth Consulting Group President Andy Kalbaugh, a former LPL Managing Director and Divisional President; Bridgemark Strategies Founder and CEO Jeff Nash, who spent 14 years in leadership roles at LPL; Bravura Capital Managing Partner Kent Weldon, a private equity investor with more than 25 years of experience; and Bill Morrissey, who led both independent advisor services and business development as an LPL Divisional President.
“Stephen’s career reflects a rare combination of operating excellence, strategic vision and a deep understanding of how technology is reshaping the delivery of financial advice.” – Larry Roth, Founder and Managing Partner of Ascentix Partners and CEO of WSR
“Stephen’s career reflects a rare combination of operating excellence, strategic vision and a deep understanding of how technology is reshaping the delivery of financial advice,” Roth said. “As Haven Tower continues to evolve and serve an increasingly sophisticated client base across the RIA and wealthtech enterprise segments, Stephen’s perspective and expertise will be invaluable. We are excited to welcome him to the Board and look forward to the contributions he will make in the years ahead.”
According to Langlois, the firm’s industry specialization shaped his decision to join the board.
“By combining deep industry expertise with an unwavering commitment to client success, Haven Tower stands out in its ability to help organizations tell their stories with authenticity, clarity and impact,” Langlois said. “I look forward to working alongside Joe, Larry and the rest of the Board to support the firm’s ongoing growth and further strengthen its leadership position across the industry.”
Haven Tower’s 15-Year Focus On Wealth Management
Haven Tower has focused exclusively on the wealth management industry since Kuo, former Head of Public Relations at LPL, founded the firm in 2011. Today, its nationwide team, with professionals in Los Angeles, Seattle, Chicago and New York City, provides public relations, digital marketing, transactional and crisis communications and brand strategy services.
Its clients include RIA, dual-registrant, wirehouse and insurance-owned wealth management enterprises, along with asset managers, private market solutions providers, wealthtech platforms, industry associations and strategic advisory firms.
Haven Tower is a Strategic Partner Firm of Ascentix Partners, a New York City-headquartered consultancy delivering growth planning, capital structure planning, M&A consulting and brand elevation to wealth management boards and executive teams as well as private equity firms, family offices and other sources of private capital building portfolio companies in the sector.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
Haven Tower Group is a part of the Ascentix Partners Network, where Larry Roth, CEO of WSR, serves as Founder and Managing Partner. All decisions on editorial content are made by WSR’s editorial team.
