Arete Wealth (AWI) — the parent holding company of Arete Wealth Management (AWM), a FINRA-registered broker-dealer, Arete Wealth Advisors (AWA), an SEC-registered investment adviser, and Arete Insurance Agency (AIA), a state-licensed insurance agency — has announced a series of executive leadership promotions and appointments to support the firm's continued growth and innovation in the wealth management industry.
In conjunction with these appointments, Joshua Rogers, founder of Arete Wealth, will transition from CEO to executive chairman of the board of Arete Wealth, where he will continue to provide strategic oversight and long-term vision for the firm.
The following leadership changes are effective immediately:
David Levine has been promoted to CEO of AWI, AWM, AWA and AIA
Micah Rayner has been promoted to COO of AWM
Cristina Terrana has been promoted to chief of staff, manager of transitions
Cathy Cucharale has joined Aret
