Provenance Wealth Advisors
Industry: Company
DescriptionFounded: 2000 Subsidiary: Provenance Wealth Advisors, LLC, Asset Management Arm
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Provenance Wealth Advisors Employees
Employee
Years
Job
Industry
Richard A. Berkowitz JDCPA Richard A. Berkowitz JDCPA's Provenance Wealth Advisors Experience January 2000 - Present
Job Business Consultant for Entrepreneurs
Industry Accounting
Experience
Berkowitz Pollack Brant January 1980 - Present
Provenance Wealth Advisors January 2000 - Present
Skills
Strategic management..., Mergers and acquisitions, International tax..., Financial and tax..., Alternative dispute..., Business advisory, Domestic and..., Business Advisory, Tax, Corporate Tax, Entrepreneurship, Due Diligence, Mediation, Business, Business Strategy, Investments, Financial Planners, Financial Analysis, Estate Planning, Estate Tax Planning, Alternative Dispute..., Organizational..., Mergers & Acquisitions, Trusts, Finance, mergers and acquisitions, Management, Financial Planning, Business Planning, Retirement Planning
Education
University of Miami School of Law
J.D., Law
University of North Carolina at Chapel Hill
B.S., Business Administration
Berkowitz Pollack Brant January 1980 - Present
Provenance Wealth Advisors January 2000 - Present
Skills
Strategic management..., Mergers and acquisitions, International tax..., Financial and tax..., Alternative dispute..., Business advisory, Domestic and..., Business Advisory, Tax, Corporate Tax, Entrepreneurship, Due Diligence, Mediation, Business, Business Strategy, Investments, Financial Planners, Financial Analysis, Estate Planning, Estate Tax Planning, Alternative Dispute..., Organizational..., Mergers & Acquisitions, Trusts, Finance, mergers and acquisitions, Management, Financial Planning, Business Planning, Retirement Planning
Education
University of Miami School of Law
J.D., Law
University of North Carolina at Chapel Hill
B.S., Business Administration
Nate LaTour, CFA Nate LaTour, CFA's Provenance Wealth Advisors Experience August 2005 - July 2014
Job Senior Analyst / Portfolio Manager at Provenance Wealth Advisors
Industry Financial Services
Experience
The Regenstein Foundation May 2008 - Present
Provenance Wealth Advisors August 2005 - July 2014
Skills
Investments, Asset Allocation, Financial Analysis, Financial Advisory, Investment Advisory, Portfolio Management, Securities, Series 7, Strategic Financial...
Education
Southern Methodist University 1994 — 1998
The Benjamin School
The Regenstein Foundation May 2008 - Present
Provenance Wealth Advisors August 2005 - July 2014
Skills
Investments, Asset Allocation, Financial Analysis, Financial Advisory, Investment Advisory, Portfolio Management, Securities, Series 7, Strategic Financial...
Education
Southern Methodist University 1994 — 1998
The Benjamin School
Martha Swain, CLU, ChFC, CFP(r) Martha Swain, CLU, ChFC, CFP(r)'s Provenance Wealth Advisors Experience November 2010 - Present
Job Case Design at Provenance Wealth Advisors
Industry Insurance
Experience
Provenance Wealth Advisors November 2010 - Present
John Hancock Financial, The Partner's Network May 2007 - October 2010
Skills
Investments, Training, Life Insurance, Strategic Financial..., Series 7, Marketing, Small Business, Estate Planning, Portfolio Management, Microsoft Office, Troubleshooting, Long-term Care, Program Management
Education
Western Carolina University 1985 — 1987
Bachelor's degree, Radio and Television
The American College
CLU, ChFC, CFP
Provenance Wealth Advisors November 2010 - Present
John Hancock Financial, The Partner's Network May 2007 - October 2010
Skills
Investments, Training, Life Insurance, Strategic Financial..., Series 7, Marketing, Small Business, Estate Planning, Portfolio Management, Microsoft Office, Troubleshooting, Long-term Care, Program Management
Education
Western Carolina University 1985 — 1987
Bachelor's degree, Radio and Television
The American College
CLU, ChFC, CFP
Rebecca Sanderson's Provenance Wealth Advisors Experience March 2005 - June 2010
Job Certified Integrative Nutrition Coach for women
Industry Health, Wellness and Fitness
Experience
Beca Sanderson Wellness September 2014 - Present
Rebecca Sanderson November 2013 - Present
Self Employed January 2011 - July 2013
Provenance Wealth Advisors March 2005 - June 2010
Banc of America Investments February 2002 - August 2004
Skills
Series 7, Writing, Life Insurance, Investments, Financial Services, Client Accounts, Customer Service, Office Administration, Estate Planning, Leadership, Portfolio Management, Organizational..., Strategic Financial..., Sales, Social Media, Asset Allocation, Wellness, Online Marketing, Entrepreneurship, Social Media Marketing, Financial Planning, Marketing, Public Speaking, Management
Education
Institute of Integrative Nutrition 2014 — 2015
American Public University System 2011 — 2015
Master of Arts (M.A.), Management
Boston University - School of Management 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Beca Sanderson Wellness September 2014 - Present
Rebecca Sanderson November 2013 - Present
Self Employed January 2011 - July 2013
Provenance Wealth Advisors March 2005 - June 2010
Banc of America Investments February 2002 - August 2004
Skills
Series 7, Writing, Life Insurance, Investments, Financial Services, Client Accounts, Customer Service, Office Administration, Estate Planning, Leadership, Portfolio Management, Organizational..., Strategic Financial..., Sales, Social Media, Asset Allocation, Wellness, Online Marketing, Entrepreneurship, Social Media Marketing, Financial Planning, Marketing, Public Speaking, Management
Education
Institute of Integrative Nutrition 2014 — 2015
American Public University System 2011 — 2015
Master of Arts (M.A.), Management
Boston University - School of Management 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Victoria LeBlanc's Provenance Wealth Advisors Experience September 2014 - Present
Job Sales Assistant at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors September 2014 - Present
Raymond James Financial Inc. December 2013 - September 2014
University of South Alabama Athletics January 2013 - May 2014
Bayside Academy May 2010 - July 2013
Bayside Academy May 2010 - July 2013
Nova Southeastern University December 2011 - December 2012
Skills
Fundraising, Customer Service, Client Development, Manage Client..., Office Administration, Hospitality, Coordinating Events, Event Planning, Coaching, Management, Training, Event Management, Outlook, Public Speaking, PowerPoint, Microsoft Office, Research, Events Coordination
Education
University of South Alabama 2013 — 2014
Bachelor of Science (B.S.), 3.7 GPA
Nova Southeastern University 2011 — 2013
Provenance Wealth Advisors September 2014 - Present
Raymond James Financial Inc. December 2013 - September 2014
University of South Alabama Athletics January 2013 - May 2014
Bayside Academy May 2010 - July 2013
Bayside Academy May 2010 - July 2013
Nova Southeastern University December 2011 - December 2012
Skills
Fundraising, Customer Service, Client Development, Manage Client..., Office Administration, Hospitality, Coordinating Events, Event Planning, Coaching, Management, Training, Event Management, Outlook, Public Speaking, PowerPoint, Microsoft Office, Research, Events Coordination
Education
University of South Alabama 2013 — 2014
Bachelor of Science (B.S.), 3.7 GPA
Nova Southeastern University 2011 — 2013
Lee Hediger Lee Hediger's Provenance Wealth Advisors Experience 2000 - Present
Job Financial Advisor and Estate Planner
Industry Financial Services
Experience
The Veterans Trust 2013 - Present
Provenance Wealth Advisors 2000 - Present
Skills
Strategic Financial..., Insurance, Investments, Investment Advisory, Investment Strategies, Investment Management, Securities, Business Planning, Succession Planning, Wealth Management, Wealth Preservation..., Multi-generational..., Intergenerational..., Asset Protection, Estate Planning, advisory, Financial Advisory, Trusts, Charitable Trusts, Compliance, Portfolio Management, Series 7, Asset Allocation, Financial Analysis, Financial Planning
Education
United States Military Academy at West Point
Bachelor of Science, Engineering
New York University
Master of Business Administration (M.B.A.)
The Veterans Trust 2013 - Present
Provenance Wealth Advisors 2000 - Present
Skills
Strategic Financial..., Insurance, Investments, Investment Advisory, Investment Strategies, Investment Management, Securities, Business Planning, Succession Planning, Wealth Management, Wealth Preservation..., Multi-generational..., Intergenerational..., Asset Protection, Estate Planning, advisory, Financial Advisory, Trusts, Charitable Trusts, Compliance, Portfolio Management, Series 7, Asset Allocation, Financial Analysis, Financial Planning
Education
United States Military Academy at West Point
Bachelor of Science, Engineering
New York University
Master of Business Administration (M.B.A.)
Tom Scanlan's Provenance Wealth Advisors Experience Senior Compliance Officer/Due Diligence OfficerInvestacorp, Inc.March 2014 - August 2015
Job Compliance and Operations Officer
Industry Financial Services
Experience
Provenance Wealth Advisors Senior Compliance Officer/Due Diligence OfficerInvestacorp, Inc.March 2014 - August 2015
New York Life Insurance Company October 2012 - December 2013
New York Life Insurance Company February 2010 - October 2012
New York Life Insurance Company January 2006 - February 2010
New York Life Insurance Company January 2005 - January 2006
HJB Financial Group March 2002 - December 2004
LPL Financial August 2000 - March 2002
Skills
Securities, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Investments, Insurance, Series 7, Strategic Financial..., Series 24, Retirement Planning, Finance, FINRA, Financial Planning, Life Insurance, Uniform Combined State..., Series 66, Series 53, Investment Advisory, Retirement, Auditing, Financial Analysis, Financial Reporting, Contract Negotiation, Internal Audit, Financial Audits, Financial Statement..., Regulatory Compliance, Compliance Management, Trade Compliance
Education
Rollins College 1993 — 1997
BA, Sociology
Provenance Wealth Advisors Senior Compliance Officer/Due Diligence OfficerInvestacorp, Inc.March 2014 - August 2015
New York Life Insurance Company October 2012 - December 2013
New York Life Insurance Company February 2010 - October 2012
New York Life Insurance Company January 2006 - February 2010
New York Life Insurance Company January 2005 - January 2006
HJB Financial Group March 2002 - December 2004
LPL Financial August 2000 - March 2002
Skills
Securities, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Investments, Insurance, Series 7, Strategic Financial..., Series 24, Retirement Planning, Finance, FINRA, Financial Planning, Life Insurance, Uniform Combined State..., Series 66, Series 53, Investment Advisory, Retirement, Auditing, Financial Analysis, Financial Reporting, Contract Negotiation, Internal Audit, Financial Audits, Financial Statement..., Regulatory Compliance, Compliance Management, Trade Compliance
Education
Rollins College 1993 — 1997
BA, Sociology
Amy Saxner's Provenance Wealth Advisors Experience January 2012 - Present
Job Administrative AssistantRetirement Planning Department at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors January 2012 - Present
Bank of America May 2010 - January 2012
Skills
Microsoft Office
Education
Miami Dade College
University of Kentucky
Provenance Wealth Advisors January 2012 - Present
Bank of America May 2010 - January 2012
Skills
Microsoft Office
Education
Miami Dade College
University of Kentucky
Scott R. Montgomery's Provenance Wealth Advisors Experience August 2002 - Present
Job Director at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors August 2002 - Present
Skills
Investment Strategies, Estate Planning, Wealth Preservation..., Succession Planning, Asset Protection, Asset Based Lending, Life Insurance, Disability Insurance, Long Term Care Insurance, Holistic Financial..., High Net Worth..., chartered life..., CLU, ChFC, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Stocks, Bonds, Investment Advisory, Investment Management, Foreign Investment, Foreign Nationals, Legacy Giving, Variable Annuities, Indexed Annuities, Irrevocable Life..., Retirement Planning, Wealth Management, Estate Tax Planning, Public Relations, Finance, Small Business
Education
The American College 1992 — 1994
CLU, ChFC, Finance and Insurance
Florida Atlantic University 1982 — 1985
BBA, Finance
Provenance Wealth Advisors August 2002 - Present
Skills
Investment Strategies, Estate Planning, Wealth Preservation..., Succession Planning, Asset Protection, Asset Based Lending, Life Insurance, Disability Insurance, Long Term Care Insurance, Holistic Financial..., High Net Worth..., chartered life..., CLU, ChFC, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Stocks, Bonds, Investment Advisory, Investment Management, Foreign Investment, Foreign Nationals, Legacy Giving, Variable Annuities, Indexed Annuities, Irrevocable Life..., Retirement Planning, Wealth Management, Estate Tax Planning, Public Relations, Finance, Small Business
Education
The American College 1992 — 1994
CLU, ChFC, Finance and Insurance
Florida Atlantic University 1982 — 1985
BBA, Finance
Allison Luttermoser Allison Luttermoser's Provenance Wealth Advisors Experience May 2015 - Present
Job Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors May 2015 - Present
Crimson Peak, LLC June 2013 - May 2015
Winchester Capital Partners August 2011 - April 2013
AdviceOne, LLC March 2010 - August 2011
Skills
Wealth Management, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Investment Advisory, Financial Services, Financial Advisory, Financial Modeling, Strategic Financial..., Asset Management, Due Diligence, Investment Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2009
Bachelor's Degree, Finance and Financial Management Services
CERAM Sophia Antipolis 2008 — 2008
Accounting and Business/Management
Provenance Wealth Advisors May 2015 - Present
Crimson Peak, LLC June 2013 - May 2015
Winchester Capital Partners August 2011 - April 2013
AdviceOne, LLC March 2010 - August 2011
Skills
Wealth Management, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Investment Advisory, Financial Services, Financial Advisory, Financial Modeling, Strategic Financial..., Asset Management, Due Diligence, Investment Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2009
Bachelor's Degree, Finance and Financial Management Services
CERAM Sophia Antipolis 2008 — 2008
Accounting and Business/Management
Stefan Pastor's Provenance Wealth Advisors Experience January 2011 - Present
Job Financial Planner at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors January 2011 - Present
Ameriprise Financial Services, Inc. September 2006 - January 2011
Skills
Retirement Planning, Investment Advisory, Wealth Management, Asset Management, Financial Planning, Estate Planning, Investments, Securities, Wealth, Series 7, Asset Allocation, Financial Advisory, Retirement, Finance
Education
University of Florida 2001 — 2005
Sports Management
Provenance Wealth Advisors January 2011 - Present
Ameriprise Financial Services, Inc. September 2006 - January 2011
Skills
Retirement Planning, Investment Advisory, Wealth Management, Asset Management, Financial Planning, Estate Planning, Investments, Securities, Wealth, Series 7, Asset Allocation, Financial Advisory, Retirement, Finance
Education
University of Florida 2001 — 2005
Sports Management
Imias Ansara's Provenance Wealth Advisors Experience December 2007 - December 2009
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Provenance Wealth Advisors December 2007 - December 2009
Lehman Brothers 2004 - 2007
Skills
Series 7, 63 & 66...
Education
Mount Holyoke College 1993 — 1997
Bachelor of Arts (BA), International Relations
Merrill Lynch November 2010 - Present
Provenance Wealth Advisors December 2007 - December 2009
Lehman Brothers 2004 - 2007
Skills
Series 7, 63 & 66...
Education
Mount Holyoke College 1993 — 1997
Bachelor of Arts (BA), International Relations
Olga Ismail's Provenance Wealth Advisors Experience November 2014 - Present
Job Retirement Planning Specialist at Provenance Wealth Advisors
Industry Education Management
Experience
Provenance Wealth Advisors November 2014 - Present
John Hancock October 2008 - November 2014
John Hancock Life Insurance Company (U.S.A.) October 2008 - November 2014
Skills
New Business Development, Public Speaking, Social Media, Strategy, Retirement Planning, Strategic Planning, 401k, Employee Benefits, Financial Planning, Wealth Management, Financial Analysis, Retirement, Series 63
Education
Nova Southeastern University 1989 — 1991
Master's degree, Education, Graduate
St. Brendan
St. Brendan
Provenance Wealth Advisors November 2014 - Present
John Hancock October 2008 - November 2014
John Hancock Life Insurance Company (U.S.A.) October 2008 - November 2014
Skills
New Business Development, Public Speaking, Social Media, Strategy, Retirement Planning, Strategic Planning, 401k, Employee Benefits, Financial Planning, Wealth Management, Financial Analysis, Retirement, Series 63
Education
Nova Southeastern University 1989 — 1991
Master's degree, Education, Graduate
St. Brendan
St. Brendan
Sean Deviney's Provenance Wealth Advisors Experience June 2005 - Present
Job Financial Advisor at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors June 2005 - Present
SEI Investments July 2002 - June 2005
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
College of Charleston 1998 — 2002
BA, Business Administration
Provenance Wealth Advisors June 2005 - Present
SEI Investments July 2002 - June 2005
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
College of Charleston 1998 — 2002
BA, Business Administration
Charles West's Provenance Wealth Advisors Experience July 2006 - July 2013
Job Controller at Berkowitz Pollack Brant
Industry Accounting
Experience
Berkowitz Pollack Brant July 2013 - Present
Berkowitz Pollack Brant July 2006 - July 2013
Provenance Wealth Advisors July 2006 - July 2013
Americraft Cookware August 2005 - June 2006
UPS Supply Chain Solutions January 2001 - July 2005
Donut Depot 1999 - 2005
Skills
Crystal Reports, Financial Analysis, Data Analysis, Data Mining, SQL, Dashboard Builder, Operations Management, Job Costing, Microsoft Excel, Mobile Devices, Forecasting, Leadership, Financial Reporting, Accounting, Strategic Financial..., Investments, Financial Accounting, Internal Controls, Business Analysis, Analysis, QuickBooks, Finance, Management, Budgets, Strategic Planning, Financial Planning
Education
University of Minnesota-Twin Cities 1997 — 1998
Bachelor of Arts (BA), Accounting and Finance
Berkowitz Pollack Brant July 2013 - Present
Berkowitz Pollack Brant July 2006 - July 2013
Provenance Wealth Advisors July 2006 - July 2013
Americraft Cookware August 2005 - June 2006
UPS Supply Chain Solutions January 2001 - July 2005
Donut Depot 1999 - 2005
Skills
Crystal Reports, Financial Analysis, Data Analysis, Data Mining, SQL, Dashboard Builder, Operations Management, Job Costing, Microsoft Excel, Mobile Devices, Forecasting, Leadership, Financial Reporting, Accounting, Strategic Financial..., Investments, Financial Accounting, Internal Controls, Business Analysis, Analysis, QuickBooks, Finance, Management, Budgets, Strategic Planning, Financial Planning
Education
University of Minnesota-Twin Cities 1997 — 1998
Bachelor of Arts (BA), Accounting and Finance
Paul Carman's Provenance Wealth Advisors Experience October 2013 - Present
Job Financial Planner Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors October 2013 - Present
Sagemark Consulting January 1999 - October 2013
Skills
Financial Analysis, Team Building, Sales, Social Media
Education
Emory University 1976 — 1980
Bachelor's degree, Psychology/ English
Williston Northampton School 1972 — 1976
Provenance Wealth Advisors October 2013 - Present
Sagemark Consulting January 1999 - October 2013
Skills
Financial Analysis, Team Building, Sales, Social Media
Education
Emory University 1976 — 1980
Bachelor's degree, Psychology/ English
Williston Northampton School 1972 — 1976
Yolanda DeLeon's Provenance Wealth Advisors Experience 2004 - 2006
Job Administrative Coordinator at Columbia University Medical Center
Industry Hospital & Health Care
Experience
Columbia University Medical Center December 2006 - Present
Provenance Wealth Advisors 2004 - 2006
DirecTV Latin America 2000 - 2002
Skills
Computer Proficiency, Problem Solving, Critical Thinking, Ability to work under..., Effective listening, Maintain schedules, Reliability, Financial Reporting, self-motivated, taking initiative, Teamwork, organized, Meeting Planning, Leader
Education
Ashford University
Bachelor of Arts (B.A.), Business Administration and Management, General
Columbia University Medical Center December 2006 - Present
Provenance Wealth Advisors 2004 - 2006
DirecTV Latin America 2000 - 2002
Skills
Computer Proficiency, Problem Solving, Critical Thinking, Ability to work under..., Effective listening, Maintain schedules, Reliability, Financial Reporting, self-motivated, taking initiative, Teamwork, organized, Meeting Planning, Leader
Education
Ashford University
Bachelor of Arts (B.A.), Business Administration and Management, General
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