Wealth Management Industry Leaders to Join Chalice Advisory Board

June 5th, 2020 · 2 min read

Read from source

Wealth Management Industry Leaders to Join Chalice Advisory Board

SAN DIEGO, June 5, 2020 /PRNewswire-PRWeb/ -- Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is proud to announce the addition of three new members to the Chalice Advisory Board. Joining will be Ron Fiske, David Maola, and Patrick Hughes, and with them they bring endless experience which will elevate the mission of the Chalice Advisory Board.

Serving as Chairman will be Ron Fiske. Ron has been serving the financial services space since 1985 and is an alum of the Cornell Johnson Graduate School of Management. His mastery and guidance within the Chalice Community will bring an innovative perspective to help launch Chalice into the next chapter of growth.

Patrick Hughes, current President and Chairman of IRA Services Trust Company, a subsidiary of Forge Global Inc., has over three decades of providing unmatched custody and administrative services for individual investors, financial advisors, asset sponsors, and financial institutions. Patrick is joining as a member of the Chalice Advisory Board where his addition to the board will establish quality and prowess within the field. With over twenty years of experience in the financial services sector and a CFA, Patrick has unparalleled industry expertise in business development and partnerships.

David Maola is the Chief Executive Officer of the Society of Financial Service Professionals (FSP), a national organization dedicated to delivering high quality educational content in the financial services sector. David's history in practicing law over the course of his career has enabled him to cultivate a unique perspective on issues, as well as the ability to work across multiple cultures and generations of employees. As Chalice Network grows, the partnership with FSP enables the Community to thrive by using membership solutions such as the Member Benefit Program, Digital Marketplace for Partners, and Partnership opportunities. David will serve as a member on the Chalice Advisory Board and will provide the team with a new, diverse set of skills and a wealth of knowledge.

"We could not be more proud or excited to have these industry luminaries join the Chalice team with a common and committed purpose of serving the Advisor Community and providing the intellectual, financial, and human capital to help our members run, grow, and protect their businesses," says Keith Gregg, Founder & CEO of Chalice Network.

About Chalice Network™ -  https://www.chalicenetwork.com Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals.

Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.

Chalice Network™ and the Society of Financial Service Professionals Join Forces to Create Industry’s Largest Combined Member Organization for Financial Advisors