The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group’s board of advisors, the communications, marketing and brand strategy agency for the wealth management industry announced last week. Haven Tower was founded in 2011 by Joseph Kuo, who serves as the firm’s CEO, and its board is led by industry veteran Larry Roth, Managing Partner of RLR Strategic Partner.
Paulitz recently joined Disability Specialists (DSI) after more than 13 years with FSI, an advocacy organization for the independent wealth management industry, most recently as its Head of Strategic Initiatives. Before joining FSI, he spent over a decade on Capitol Hill, serving as a senior advisor to Congressional House and Senate leaders.
“I’ve had the honor of knowing and working with Joe Kuo and Larry Roth for decades, and I couldn’t be more excited for the years ahead,” Paulitz said.
Haven Tower and its recently launched marketing entity, Haven Mark, support a range of wealth management enterprises, wealthtech solutions providers and fintech companies.
“Having known Chris Paulitz as a trusted professional colleague, a widely respected industry thought leader and a personal friend for two decades, I’m thrilled to welcome him to our Board. He will serve in a very engaged role as a strategic advisor to Haven Tower alongside his fellow Board members,” Kuo said.
In addition to Roth, the board includes Andy Kalbaugh, Founder & Managing Partner of Cassique Strategies; Jeff Nash, Founder & CEO of Bridgemark Strategies; Kent Weldon, Managing Partner of Bravura Capital; and Sid Yenamandra, Founder & CEO of Surge Ventures.
“When the time came for us to expand our Board to align with the next stage of Haven Tower’s growth plan, Chris Paulitz stood out as an ideal fit for us. He is an exceptional strategist, growth expert and communicator who is action-oriented and passionate about the wealth management industry,” said Roth.
