Wentworth Strengthens Executive Team, Appoints Michael Breath Chief Financial Officer
NEW YORK, Sep. 18, 2018 — Wentworth Management Services, LLC (“Wentworth”), a holding company that specializes in acquiring independent broker-dealers and insurance agencies, announced today the addition of finance industry veteran Michael Breath. Breath comes to Wentworth from SunTrust Bank to serve as Chief Financial Officer (CFO) of the holding company effective September 17, 2018.
Wentworth Acquires Purshe Kaplan Sterling
NEW YORK, Dec. 5, 2017 — Wentworth Management Services, LLC (“Wentworth”) announced today at the MarketCounsel Summit its acquisition of Albany-based independent broker-dealer Purshe Kaplan Sterling Investments (“PKS”). The transaction closed on Nov. 30, 2017 and full terms of the deal were not disclosed.
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