Cristina Terrana
Transition Manager & Operations Specialist
Arete Wealth is pleased to welcome Cristina as of November, 2022. Cristina brings many years of both regional and wire house experience to the firm. Having facilitated transitions of over 100+ financial advisors and teams, she is an asset as Arete Wealth continues to grow and advance. She has also managed new office openings, relocations, […]
Leanne Farley
Vice President of Marketing
Leanne was welcomed to the firm in April 2022. Leanne has spent the bulk of her career in the hospitality sector in such Industry leaders as Landry’s Restaurants and Bass Pro Shops; rising to Vice President of Training and Development before coming to Arete Wealth. Working with such high-profile brands lead to Leanne’s understanding of […]
David Levine
Interim Chief Operating Officer
David brings over 20 years of wealth management experience having served as the National Sales Manager, Chief Sales Officer, and Chief Executive Officer at two large independent broker-dealers and investment advisors. David’s primary responsibilities were to recruit wealth managers, build product offerings and platform solutions, grow assets under management and revenues, and enhance advisor and […]
J.R. Thacker
Bristol, VA
J.R. Thacker has worked in the financial services industry since 1996. He started his career as an agent and registered representative for a major company. Within a few years, he founded his own firm, specializing in retirement planning for individuals with offices in three cities. His unique approach to retirement investing proved popular and his […]
Casey Cotton
Chief Technology Officer
Casey Cotton comes to Arete Wealth with over 20 years of experience with the last 14 years being spent in the financial services industry. He has served in a similar capacity throughout his career at an independent Broker Dealer, Registered Investment Advisory firm, and Insurance Field Marketing Organization. As an expert in the design and […]
