Etico Accelerates National Expansion with Key Leadership Hires and Independent Advisor Partnerships
- Katie Godbout
- Aug 5
- 2 min read
At Etico, growth isn’t just about numbers—it’s about building a stronger community of independent advisors who have the freedom, tools, and support to thrive. This year, that commitment has taken a major leap forward.
We’re excited to announce:
Three new leaders joining our compliance and operations team
Nine independent advisors choosing Etico as their platform partner
An expanded presence in key markets from New York to Texas to Illinois
Strengthening Our Advisor-First Infrastructure
Our newest hires bring depth and experience that will directly benefit the advisors we serve:
Josh Gilbert, Chief Compliance Officer – A seasoned regulatory leader dedicated to ensuring our platform remains transparent, compliant, and advisor-friendly.
Jadyn Dawes, Assistant Vice President of Advisor Solutions – Joining Beth Holbrook’s Institutional Operations team to enhance transition support for incoming advisors.
Bejal Pattni, Assistant Vice President of Advisor Services – Focused on delivering operational excellence and seamless onboarding.
These leaders will help us continue providing the white-glove, scalable support that makes Etico different.
Welcoming Top Independent Advisors Across the U.S.
We’re proud to welcome nine independent financial advisors who bring decades of experience and a shared commitment to client success:
Pierre Duchmann – Utica, NY
David Bossov – Chicago, IL
Jonathan Hoenig – Chicago, IL
Ross Bruner – The Hamptons, NY
Mark Landau – Saratoga Springs, NY
Benjamin Gerald – Dallas, TX
Jack Talarico – Utica, NY
Luis Servellon – Albany, NY
Jennifer Harvey – Austin, TX
These advisors join Etico for the same reason: the freedom to own their business while gaining the operational strength of an institutional platform.
A Message from Our CEO
"These new additions aren’t just growth milestones—they’re a signal that top-tier advisors are seeking values-aligned partners who offer scalable support without sacrificing independence," said Joe Leo, CEO of Etico. "We continue to invest in people and infrastructure to meet the evolving needs of advisors ready to own their future."
Why It Matters
The independent wealth management space is evolving fast. With an industry-wide advisor shortage on the horizon, Etico is committed to supporting growth-minded advisors—especially in underserved second- and third-tier markets—through:
Seamless transitions
Transparent compensation
Scalable technology
Hands-on operational support
Whether you’re looking to grow your practice, plan your succession, or simply work with a team that understands independence, Etico offers the platform, partnership, and expertise to help you succeed on your terms.
