Center Street Capital Advisors is having a record month helped by the proud addition of Robert Muhleisen to their office in Chatham, New Jersey. Bob is the latest Senior Vice President, as well as Senior PIM Portfolio Manager, to join the practice and brings a wealth of knowledge and experience.
Center Street continues to execute on its commitment of providing a smooth transition to advisors seeking an independent platform with the comforts and infrastructure of a full-service wire house. The relentless focus on providing best-in-class resources for client service while honoring the relationship between them and their Financial Advisor is what we believe sets CSCA apart and above the competition.
“As a Financial Advisor, you want to take care of clients and not be distracted. In an industry where change is constant, you need a team around you that understands the business and adds real value. Gary and Andrew have each built amazing practices in their own right. What they and Mark are building with Center Street is through the eyes of people in the seat…they get it, and when they say they are ‘Invested in You’ they really mean it,” says Bob Muhleisen.
Bob reunites with people he once worked with, including Christine Twillmann, Senior Registered Client Associate of Center Street Capital Advisors. After one conversation with Christine, clients will understand a big reason for Bob’s transition.
“I’ve known Bob for almost 10 years and am delighted he chose to affiliate with Center Street. A thoughtful and deep-thinker, Bob acknowledged the grass was greener on the Wells Fargo Advisors Financial Network (FiNet) platform and recognized the value for clients by partnering with a forward-thinking group. The synergies between how he runs his business and the people in our practice are undeniable and great things will happen as we work more closely together,” emphasizes CEO Mark Klein.
The branch in Chatham, New Jersey continues to grow and remains one of the most unique locations in FiNet. A roughly 100 year old home that was converted to commercial use and completely renovated is where it began for CSCA. Just a few steps off Main Street, the 5,000 square foot, 3-story building boasts bright colors, modern décor and a professionally designed layout.
“Welcoming Bob to our home office in Chatham has been incredibly rewarding. Not only do we have a chance to work with a well-respected, honorable and trustworthy person like Bob, but his decision to join validates what we are seeking to build…an organization built by FA’s for FA’s,” says Managing Partner/Co-Founder, Gary Wayne.
Demystifying independence by providing support, resources and people underscores why the momentum towards practices like CSCA is increasing. Positioned for growth, Center Street is actively engaged with advisors along the East Coast that want to enjoy the many benefits of breaking away while being part of something larger and special.
“Since Day One, we have had a plan to partner with advisors of a similar vision that recognize the value of a practice like Center Street. Bob brings that same energy and client-first mentality that binds us to one another. Getting that right is where it all begins and when you build upon that as a foundation, great things can happen,” says Managing Partner/Co-Founder, Andrew Wayne.
At Center Street Capital Advisors, we Invest In You. Our platform provides the comforts of a wire house with the benefits of independence. There’s a reason we are one of the fastest growing practices on the Wells Fargo Advisors Financial Network (FiNet) channel.
If you are interested to learn more about the buzz and our story, please reach out and connect.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.
