Dallas-based LGT Financial Advisors LLC announced the additions of John Bullman as chief investment officer and Josh Orton as senior financial advisor.
“We are excited about bringing on John within our expanding team at LGT Financial Advisors. John brings significant experience managing investment risk and constructing effective portfolios. John will collaborate with the advisors and clients to ensure investment allocations are aligned with goals and objectives,” Managing Partner-Elect Dawn Möeder, CA said in a statement.
Bullman brings more than 20 years of experience in the investment management industry to his new role. He is a Chartered Financial Analyst (CFA) and holds the Chartered Alternative Investment Analyst (CAIA) designation.
Prior to coming to LGT, he was responsible for the investment selection and management for a family office portfolio. As chief investment officer, Bullman will assist the financial advisory team with recommendations on allocation decisions that prioritize client goals and risk-related expectations.
Providing ‘sound financial guidance’
Orton comes to the firm with more than 13 years in the financial services industry. He holds his Series 65 license and recently passed the Certified Financial Planner exam.
“Josh is a great addition to the LGT Financial Advisors team. He will provide our clients with the sound financial guidance they deserve. We are excited about the experience and deep knowledge Josh brings to his clients,” Möeder said.
Before LGT, Orton was a planner and advisor at TD Ameritrade and other boutique registered investment advisors in Dallas-Fort Worth. Orton will focus on helping clients develop comprehensive financial plans and coaching them through the wealth management process.
LGT Financial Advisors is an affiliate company of Lane Gorman Trubitt and provides its clients a continuous, personal, and comprehensive holistic wealth planning approach that includes planning through financial, investment, retirement, legacy, protection, cash flow, and tax strategies.
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