Chartered Financial Analyst

LGT Financial Advisors Announces New Leadership Additions

by | Sep 8, 2023

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....

MORE