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.
Get on the list.
Dallas Innovates, every day.
Sign up to keep your eye on what’s new and next in Dallas-Fort Worth, every day.
R E A D N E X T
-
Westlake-based Charles Schwab has partnered with Girls Scouts USA to modernize and relaunch the organization's financial literacy badges. The new financial literacy curriculum includes topics such as investing basics, building wealth, entrepreneurship, fraud awareness, and budgeting for different goals throughout life. The goal is to help bridge the gap between what girls learn in school and what they need to feel confident managing finances in life and business,.
-
"Built by lenders for lenders," Gestalt Tech's industry veterans aim to give lenders an "out of the box" data solution built to deliver decision-ready information and insights.
-
Quiltt Connector launched on Product Hunt this week. The fintech startup, which emerged from stealth in 2022, said that with a single line of code, its Connector helps businesses "go live" with leading account aggregation, transaction enrichment, and other financial APIs — no upfront engineering required.
-
FT's new list of the 500 fastest-growing companies in the Americas covers a three-year period from 2018 to 2021 when economies were "powering out of the pandemic." This year's list features six companies in Dallas, Plano, McKinney, and Coppell. See how the median revenue of ranked companies almost doubled on this year's list—and find out which local companies made the cut.
-
"Gifting is about more than passing down wealth—it's about passing down purpose." Susan Hirshman Director of Wealth Management Schwab Wealth Advisory and Schwab Center for Financial Research ...on the motivations behind high net worth gifting, via Schwab's latest HNW Client Pulse Survey. Despite market volatility and economic uncertainty in early 2025, high net worth investors aren't pulling back on their wealth transfer plans. That's according to Schwab's latest client pulse survey, which shows 51% of clients with at least $1 million in assets plan to gift some of their wealth this year. As Schwab's Susan Hirshman notes, it's not just…
