Originally Posted On: https://aldeninvestmentgroup.com/press-release/chris-coloracci-appointed-as-chief-of-advisor-engagement/
Alden Investment Group Names Industry Veteran Chris Coloracci Chief of Advisor Engagement
The new role within Alden marks a further step forward in its vision to empower advisors to deliver an exceptional client experience on its unified platform.
Chris will focus on helping financial advisors grow their practices through a comprehensive practice management rubric and long-term business planning. His deep experience in driving business growth, coupled with Alden’s extensive resources, will empower advisors to streamline operations, enhance client experiences, and increase the value of their practices.
As part of this practice management framework, Chris will guide advisors through Alden’s digital marketing tools, concierge client services, and institutional portfolio management expertise. By leveraging these resources on Alden’s platform, advisors can attract new clients, optimize their operations, and manage accounts their way—in a manner that perfectly aligns with Alden’s mission of supporting advisors in building thriving businesses while maintaining their independence.
Chris will also focus on cultivating a connected and supportive advisor community at Alden. By fostering collaboration, strengthening peer and firm-wide relationships, and providing resources for long-term planning, he will help advisors leverage the tools available within the firm’s ecosystem.
As part of this effort, Chris will consultatively assist advisors in formalizing succession plans to ensure they can transition their practices smoothly, secure their legacy, and provide continuity for their clients while monetizing their life’s work.
“Taking on the Chief of Advisor Engagement role is an exciting milestone in my career. It’s an opportunity to channel my experience and passion into helping advisors reach their full potential,” said Chris. “This role allows me to take everything I’ve learned and apply it to directly benefit our advisors. It’s a privilege to be able to guide and support them in their journey toward success.”
Chris’s efforts will be an essential part of Alden’s broader goal to assist advisors in optimizing their operations while positioning their businesses for long-term success. By focusing on efficiency, growth strategies, and succession planning, Chris will ensure that advisors have the tools and support they need to succeed today and into the future.
With almost three decades of experience, including recognition as one of the Top 75 Branch Managers by Oppenheimer, Chris has led teams at Smith Barney, Prudential Securities, Wachovia, Wells Fargo, and Oppenheimer to success.
Chris holds a B.A. in English from The College of Wooster and maintains his Series 3, 7, 9, 10, 31, 63, 65, and life/health insurance licenses.
About Alden Investment Group
Alden Investment Group is a boutique investment platform that empowers financial advisors to deliver exceptional client experiences and successful financial outcomes by leveraging marketing support, a full-service middle and back office team, and institutional investment expertise.
Media Contact: Laura DeGraff
Title: Chief Marketing Officer, Alden Investment Group
Phone: 215-572-8700
Email: [email protected]