Former Kestra executive brings platform leadership and advisor technology experience as the communications firm approaches its 15th anniversary.
The executive who led Fidelity’s acquisition of eMoney Advisor and later served as the planning platform’s Chief Revenue Officer has joined the Board of Advisors of Haven Tower Group, a communications, marketing and brand strategy agency focused on the wealth management industry.
Stephen Langlois spent nine years at Fidelity Investments, where his roles included Head of
Distribution Strategy for Fidelity Institutional and Head of Strategic Business Development for Fidelity Wealth Technologies. At eMoney, Mr. Langlois broadened the software’s reach among RIAs, broker-dealers, banks and insurers.
Mr. Langlois later served as President of Kestra Financial, a private equity-backed wealth
management platform supporting more than 1,700 independent financial professionals. Kestra’s revenue grew 61% during his tenure.
Earlier in his career, Mr. Langlois held senior leadership roles at LPL Financial and worked at
Bain & Company. He now serves as Managing Principal of Seaport Consulting Partners, where he advises the boards and leadership teams of fintech and financial services organizations.In March, he joined the board of directors of tax planning software provider Holistiplan.
“As somebody who has led some of the industry’s most respected firms and platforms,
Stephen’s experience in scaling businesses and navigating industry transformation will provide tremendous value to our leadership team and our Board,” said Joe Kuo, CEO and Founder of Haven Tower Group and Managing Partner and Co-Founder of Ascentix Partners.
Haven Tower said Mr. Langlois will provide strategic counsel as the firm expands its offerings across the RIA, dual-registrant and wealthtech segments. Mr. Kuo, previously head of public relations for LPL Financial, founded the agency in 2011. Its clients also include wirehouse and insurance-owned wealth management enterprises.
“By combining deep industry expertise with an unwavering commitment to client success,
Haven Tower stands out in its ability to help organizations tell their stories with authenticity, clarity and impact,” Mr. Langlois said. “I look forward to working alongside Joe, Larry and the rest of the Board to support the firm’s ongoing growth.”
Haven Tower’s Board of Advisors is chaired by Larry Roth, Founder and Managing Partner of
Ascentix Partners and former CEO of Cetera Financial Group and AIG Advisor Group, whose successor organization is now Osaic. Other members include Andy Kalbaugh, President of The Wealth Consulting Group; Jeff Nash, Founder and CEO of Bridgemark Strategies; Kent Weldon, Managing Partner of Bravura Capital; and Bill Morrissey, former Divisional President at LPL Financial.
Haven Tower is a Strategic Partner Firm of Ascentix Partners, a strategy and M&A consultancy serving the wealth management industry.
