Tampa-based JHS Capital Advisors has announced three new hires. Katie White comes from Wells Fargo, Tim Forsman from Sterne Agee, and Matthew Lovett from World Equity Group.
White, a CFP, joins as a vice president and financial advisor, bringing $40 million in client assets. She primarily represents women business owners and specializes in issues related to retirement planning and divorce.
"Women business owners face many different challenges than men face," White said. "They are often juggling motherhood along with running a business. There are usually different issues for women business owners to deal with as well as more demands on their time."
White said that she joined JHS Capital Advisors for the opportunity to work for a firm that puts their advisors first. "I wanted to work for a company that wasn't trying to be all things to all people--a bank, an insurance company, a mortgage company, etc.," she explained. "JHS Capital Advisors will allow me to run my business as needed to best benefit my clients."
Eileen Canady, vice president of strategic development at JHS Capital Holdings, said White's expertise further enhances the firm's ability to provide tailored investment strategies to meet the unique needs of women business owners in Florida.
"Katie also represents the dynamic advisors from across the country who are realizing the benefits of joining JHS and becoming part of a client-centric culture."
Forsman, who will be senior vice president, fixed income investments, represents institutional clients such as banks, insurance companies, foundations and money managers. He worked at Royal Bank of Canada before serving as a principal at Sterne Agee.
"The superior capabilities of JHS's corporate and municipal trading desks attracted me to this company," Forsman said in a statement. "Although JHS is small by comparison to the large money center banks, my trades here are executed with skill and care that are rare in the industry."
Frank McPartland, chief operating officer at JHS, welcomed the addition of Forsman. "Tim will enhance our ability to provide institutional clients in the Florida market with fixed income investment solutions necessary to meet their financial goals," he stated. "As we continue to expand our business across the country, we will keep searching for industry leaders who embody our core values of integrity and putting the best interests of clients first."
Lovett, who joins as chief compliance office, previously held the same position at World Equity Group, where he was responsible for overseeing all aspects of compliance. Those responsibilities included providing guidance on complex broker-dealer and investment advisor issues; FINRA, SEC, and state securities rules and regulations; and developing and implementing compliance policies and procedures. Lovett started in the financial services industry as a registered financial specialist for First Union Bank.