Shareholders Service Group (SSG) was co-founded in 2002 by Peter Mangan and Bob Reed, two highly experienced financial services executives, over 70 years of combined industry experience.
SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service. All of our employees share the firm’s vision and principles:
Providing responsive service
Offering excellent value
Being a trusted partner to independent advisors
Helping advisors to exceed their clients' expectations
We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.
We are committed to providing your firm with the same experience.
Peter Mangan, Chairman & CEO, has been the executive in charge of two major custodial platforms for financial advisors, first at Jack White & Company, then at TD Waterhouse. He began his career at Jack White & Company in 1990.
You may contact Peter at firstname.lastname@example.org
Dan Skiles, President, is involved in all aspects of managing the firm. Specific areas of focus include technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co., Inc. He began his career at Jack White & Company in 1994.
Dan may be reached at email@example.com
Barry Boyte, EVP/CCO, oversees the firm’s internal compliance program and also the overall marketing efforts. He began his career at Jack White & Company in 1991, where he eventually became responsible for both the retail and advisor division marketing efforts.
You may contact Barry at firstname.lastname@example.org
Robert Reed, EVP, led the creation and development of Jack White & Company upon its inception in 1978. With over 50 years in the brokerage industry, he has an extensive background in compliance, finance, and securities trading.
You may reach Bob at email@example.com
Rolando Abagat, SVP/COO, directs the firm’s business operations, including all transition services and client service issues. Rolando began his career at Jack White & Company in 1990, first in retail trading and eventually managed the operations area for the advisor division.
He may be reached at firstname.lastname@example.org
Tim Morioka, VP, Trading, directs SSG’s trading services, including online trading, broker-assisted trades and fixed income business. Tim began his career at Jack White & Company in 1991 and helped develop the advisory services division in 1994.
Tim may be reached at email@example.com
Bill Cote, VP, Account Services, manages SSG’s new account processing services, including document processing for new and existing client accounts, and account transfers. Bill began his career at Jack White & Company in 1993 and has also served in management positions at LPL.
Bill may be contacted at firstname.lastname@example.org
Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core capabilities include financial planning, automated portfolio review technology and t...