RADNOR, PA — Nordwand Capital has announced the strategic addition of Douglas DeLong, CFA, as Managing Director and Financial Advisor. With over two decades of experience in advising high-net-worth families, Mr. DeLong will play a pivotal role in advancing Nordwand’s investment management and estate planning services.
Previously a Senior Portfolio Manager at Fiduciary Trust, Mr. DeLong specialized in designing comprehensive wealth solutions for multigenerational clients, overseeing $700 million in client assets. His expertise includes tailored investment strategies and trust planning, reinforcing Nordwand’s dedication to serving clients with complex financial needs.
“Doug has built a reputation for delivering sophisticated investment and estate planning advice with a high level of personal attention,” said Jim Martin, CEO of Nordwand Capital. Ted Brooks, Nordwand’s Chief Investment Strategist, emphasized, “He will play an important role as we continue to broaden our capabilities for clients with complex needs.”
Based at Nordwand’s headquarters in Radnor, Pa., Mr. DeLong will collaborate closely with the firm’s expanding advisory and client service teams to further enhance its high-touch, customized approach to wealth management.
Nordwand Capital, a member of the Dynasty Network, leverages Dynasty Financial Partners’ integrated wealth management platform, enabling the firm to deliver best-in-class services to its clientele.
Gordon Ross, Chief Client Officer at Dynasty Financial Partners, remarked, “We’re honored to support Nordwand Capital as they expand their team with exceptional talent like Doug DeLong. His expertise aligns perfectly with Nordwand’s commitment to delivering tailored wealth management services to sophisticated clients.”
Mr. DeLong’s appointment signals Nordwand’s ongoing effort to empower clients with premier advisory solutions, ensuring their sophisticated financial objectives are met with precision and care.
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