Cedar Rapids-based Berthel Fisher recently announced a changing of the guard at the executive level.
Andrew Christofferson, formerly the firm’s chief operating officer, has been named president and chief executive officer of the firm’s RIA, two broker-dealers and insurance agency subsidiaries.
These roles were previously held by Tom Berthel, the firm’s co-founder. Going forward, Berthel will focus his efforts on capitalization and strategic initiatives as president, CEO and chairman of Berthel Fisher & Company, the firms’ holding company.
Concurrent with these changes, the firm also announced the following internal promotions:
- Paige Swartzendruber, chief business development officer
- Brian Rupp, Treasurer and chief financial officer
- Joanna Schaul, chief administrative officer
The firm, which has a long history of offering its advisors access to alternatives, said the changes were long planned and coincide with the implementation of the next stage of its growth vision.
“These moves have been in the works for some time, so I’m proud that this day has finally come and relieved that our financial professionals will be in great hands going forward,” Berthel said in a company release. “Not only are these leaders uniquely prepared for their new responsibilities, but the appointments enable me to accelerate Berthel Fisher’s long-term growth plans while giving me the opportunity to closely collaborate with the senior leadership team going forward.”
Berthel supports more than 360 financial professionals and has about $9.8 billion in assets under advisement. “Paige, Brian, Joanna and I are humbled and eager to embark upon the next stage of our careers with Berthel Fisher,” Christofferson said in a release.
