RGT Wealth Advisors announces Joe Nolan as President

By Joy Dumasia

RGT Wealth Advisors announced that Joe Nolan had been named President. Joe Nolan has served RGT for 28 years, most recently serving as the firm’s Chief Planning Officer. Joe joined RGT in 1994 following prior career experiences as a CPA with Arthur Anderson and Controller with the Dallas Cowboys.

Along with the deep and abiding client relationships Joe has built throughout his career, among Joe’s greatest achievements are the leaders he has developed and a department he has built of very capable professionals. Joe’s transition is another significant step forward to support the firm’s future and long-term strategic vision. Jeremy Hudson will replace Joe as RGT’s Chief Planning Officer.

Mark Griege, Chief Executive Officer, said: “Joe’s entire career has prepared him for this well-deserved promotion, and in his new role of President, we’ll continue to capture the benefits of his proven leadership and stewardship to our business, employees, and clients. Joe has led our client service effort for the past several years while serving our client’s wealth management needs with the highest level of integrity throughout his career. He is a key confidant to me, the firm, and the client families we serve. Joe reflects everything our core values stand for.”

“I am humbled and excited to serve as the President of RGT Wealth Advisors and the continued opportunity to lead such an outstanding group of clients and employees. I look forward to building on our long-term success and serving our clients and their families into the future.” Nolan said at an internal announcement of his promotion.