Jason Ehrlich has been brought on board The Wealth Consulting Group to serve as Chief Financial Officer and Head of Corporate Development. In this new role, he is expected to guide the firm’s financial strategy while leading corporate development initiatives, including M&A, strategic partnerships and capital planning.
Ehrlich knows the firm well, having been a strategic advisor for several years before joining The Wealth Consulting Group’s Advisory Board as a Director this past summer.
“I’m thrilled that Jason agreed to increase his involvement in WCG at such a consequential time for our firm,” said Jimmy Lee, Founder and CEO of The Wealth Consulting Group. “In the newly created dual role of Chief Financial Officer and Head of Corporate Development, he will work with our existing teams to accelerate both the organic and inorganic growth of our firm.”
With 15 years of financial services experience, Ehrlich was Managing Director and Head of Investments at Emigrant Partners, where he led investments in wealth management firms. Earlier in his career, he held roles at several leading private equity firms, focusing on financial services and wealth management businesses.
“At a time when many firms are struggling to achieve scale, I know firsthand that WCG is well-positioned to provide the tools, technology, and support that advisors need to deliver the best outcomes for their clients,” said Ehrlich.
Andy Kalbaugh, the former LPL Financial Divisional President who became President of The Wealth Consulting Group in June, believes Ehrlich is the right person at the right time to help the firm achieve its ambitious growth plans.
“Adding Jason’s considerable talents to our already strong finance and development teams will give us additional firepower to build new strategic partnerships across the wealth management space,” said Kalbaugh.
