Newly-Formed Council Brings Together Senior Executives Across RIA and Dual Registrant Enterprises, Data Governance, Wealthtech and Strategic Consulting
Inaugural Advisory Council Expands Haven Tower’s Access to Unparalleled Industry Expertise and Strategic Relationships as Firm Celebrates 15th Anniversary
LOS ANGELES, Sept. 10, 2026 /PRNewswire/ — Haven Tower Group LLC (“Haven Tower”), the leading full-service strategic communications firm focused exclusively on the wealth management industry, today announced the formation of its Advisory Council. The council brings together a select group of senior industry leaders who will serve as strategic resources to the firm and its leadership team.
The Advisory Council will complement the mission of Haven Tower’s Board of Advisors by further expanding the firm’s access to a unique breadth and depth of industry expertise and strategic relationships. Its members will provide guidance on the trends, challenges and emerging opportunities shaping the broader wealth management industry, while bringing perspectives and relationships that support Haven Tower’s constant focus on delivering an exceptional service experience and outcomes for the firm’s clients.
The inaugural members of the Haven Tower Advisory Council are:
- Alex David, President and CEO of Equity Services, Inc.
- Susan Theder, Chief Marketing and Experience Officer at FMG
- Sid Yenamandra, Founder and CEO of SurgeONE.ai
- Allison Couch Pratt, Founder and President of Anchor Point Strategies
- Jim Roth, Partner at Ascentix Partners
- Chris Paulitz, Head of Strategic Growth Initiatives at Disability Specialists
- Ryan George, Chief of Staff at Docupace
“One of Haven Tower’s greatest strengths has always been the quality of the relationships we have built across the wealth management industry,” said Joe Kuo, CEO and Founder of Haven Tower. “The members of our Advisory Council have distinct areas of expertise, but they share an understanding of what it takes to build successful businesses and serve an industry undergoing significant change. Their perspectives will help us continue to evolve our capabilities and anticipate the needs of our clients.”
The Advisory Council brings together multi-disciplinary experience spanning leadership for RIA and dual registrant enterprises, data governance, wealthtech and growth strategy consulting. Members will engage periodically with Haven Tower’s leadership and offer insights informed by their respective roles and experience across the industry.
Haven Tower is a Strategic Partner Firm of Ascentix Partners, the leading strategy and M&A consultancy serving the wealth management industry. Haven Tower delivers public relations, marketing communications, crisis and transactional communications, and brand strategy services to a national client base encompassing many of the country’s fastest-growing and most successful wealth management enterprises, including the RIA channel.
Expanding Haven Tower’s Access to Industry Insights
“The Advisory Council broadens the industry perspective available to Haven Tower’s leadership team,” said Larry Roth, Chairman of Haven Tower’s Board of Advisors and Founder and Managing Partner of Ascentix Partners. “Its members understand the forces reshaping wealth management because they help firms respond to them every day. Their experience across business growth, technology, marketing and strategic consulting will provide valuable insight as Haven Tower continues to expand its capabilities and strengthen the support it delivers to clients.”
The launch of the Advisory Council comes as Haven Tower celebrates its 15th anniversary this month and continues to expand its capabilities, deepen its industry relationships and enhance the support it provides to clients across the wealth management industry ecosystem.
About Haven Tower Group
Haven Tower Group is a multi-award-winning, full-service communications agency with an exclusive focus on the wealth management industry. With a national team of professionals across Los Angeles, Seattle, Chicago and New York City, Haven Tower delivers comprehensive brand elevation programs that help drive client growth and reputational value. Haven Tower’s capabilities encompass public relations, digital marketing, transactional and crisis communications, as well as brand strategy.
The firm’s clients include leading wealth management enterprises across the RIA, dual-registrant, wirehouse and insurance-owned segments of the industry. Additionally, Haven Tower serves retail wealth and family office-focused third-party asset managers, private market solutions providers, wealthtech platforms, industry associations and strategic advisory firms. For more information, visit www.HavenTower.com.
About Ascentix Partners
Ascentix Partners is the leading strategic consultancy for the wealth management industry, delivering growth planning, capital structure planning, M&A consulting and brand elevation solutions to enterprise Boards and C-suite teams as well as private equity firms, family offices and other sources of private capital focused on building wealth management portfolio companies.
With unparalleled expertise and access to strategic relationships, the firm provides – on an integrated or à la carte basis – the full suite of capabilities a modern wealth enterprise requires to drive sustainable growth. Encompassing more than 60 professionals across the nation, Ascentix Partners is headquartered in New York City, with a significant presence in Los Angeles. For more information, visit www.ascentix.com.
Media Contacts
Donald Cutler or Grant Cox
Haven Tower Group
424-317-4864 | 424-317-4871
dcutler@haventower.com | gcox@haventower.com
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SOURCE Haven Tower Group
