PRESS RELEASE: MCF Advisors Announces Shareholders Peter Bryans, CFA, CAIA, CFP®; Sean Lamanna, CFP®; Mardie Murray; Hunter Nighbert
KENTUCKY – 2024 MCF Advisors is excited to announce that four outstanding team members have been named as the newest employee shareholders of MCF. This milestone highlights MCF’s commitment to fostering a culture of engaged team members, outstanding client experiences, and continued financial growth.
Our newly appointed shareholders represent our client- and team- first mindset, and exemplify our values of integrity, service, knowledge, and growth.
Peter Bryans, CFA, CAIA, CFP® joined MCF in 2015 and works as our Sr. Investment Analyst, and helps lead the investment research for both the Wealth Management and Institutional divisions of the firm. He earned his most recent designation (CAIA) this year, showing his continued dedication to growth and knowledge. He enjoys spending time with his wife and family, and cheering on the Buckeyes.
Sean Lamanna, CFP® joined MCF in 2017 and works primarily in the Wealth Management division as a Financial Advisor, serving clients in the development and maintenance of holistic financial plans. Sean is also a vital member of our Operations team. When not helping clients protect and grow their wealth, he enjoys spending time with his wife and two kids, traveling, and reading.
Mardie Murray started with MCF in July 2019 and serves as the Manager of Wealth Management Services. Mardie is committed to helping develop an exceptional client experience, assisting both clients and our Wealth Management Service Team with the maintenance of accounts and any portfolio needs. Mardie loves going on adventures with her husband and two children, and cheering on the Cats.
Hunter Nighbert serves as a Financial Advisor & Retirement Planning Specialist with MCF Advisors, where he leads clients in both the Wealth Management and Institutional Divisions. Hunter joined MCF in 2015, and collectively has over 25 years of experience in the Financial Service Industry. Hunter and his family love to travel and enjoy a wide variety of outdoor activities and sports.
MCF is proud to recognize our new shareholders and look forward to their continued impact and success within our team. With now 13 employee shareholders, they continue to lead the way in shaping the future of MCF.
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. MCF provides management and/or consulting services on over $3 billion of assets. For the past six years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list1.
IMPORTANT DISCLOSURE INFORMATION
MCF Advisors, LLC (“MCF”) is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about the adviser can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. MCF may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of MCF’s current written disclosure statement and customer relationship summary (“Form CRS”) discussing our advisory services and fees continues to remain available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MCF by any of its clients.
1Financial Advisor Magazine’s Top Registered Investment Advisers rankings are based on prior year end discretionary and non-discretionary AUM reported on Form ADV. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of the prior year end. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. FA Magazine’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. Go to www.mcfadvisors.com/awardsandrecognition to learn more about our awards and rankings.