> Wealth Managers Join Forces - Per Stirling




Wealth Managers Join Forces

Per Stirling is pleased to announce a strategic partnership between itself and Dallas-based wealth management firm, Retirement Consulting Services, Inc. whose executives, Marty and Michael Katrein, will join Per Stirling as Financial Advisors at the unified firm.

“We are thrilled to expand our Dallas presence with such an experienced, established firm and look forward to serving the Dallas community for years to come” says Per Stirling Managing Director, John Per O’Sullivan.

The partnership joins together a team of 30 professionals, including eleven Certified Financial Planners, 2 Certified Public Accountants, a Chartered Financial Analyst, an attorney, a Certified Divorce Financial Analyst, an Accredited Estate Planner, a Chartered Life Underwriter, two Chartered Financial Consultants, and two former institutional portfolio managers.

About Per Stirling:

Per Stirling Capital Management was founded by industry veterans Robert Phipps and John (J.P.) O’Sullivan in 2009, and has quickly become one the largest Registered Investment Advisory firms headquartered in Central Texas. Their independent and fiduciary approach continues to attract talented, experienced and entrepreneurial Financial Advisors who share the firm’s commitment to always serve the best interests of their clients. In 2017, Per Stirling was a top-three finalist for the Ethics in Business and Community Award, and was identified by the Austin Business Journal as being one of the “Best Places in Austin to Work”.

For questions and comments, please contact Robert Phipps.