Telemus Blog

Ari Fischman Named Partner at Telemus, a Top 20 RIA Nationwide

Written by Telemus | Oct 18, 2023 11:15:00 AM

 

Telemus, a top 20 RIA nationwide, as named by Forbes/SHOOK in 2023, has promoted Financial Life Advisor, Ari Fischman to partner.

Fischman, who joined the firm in 2020 as head of the insurance division, becomes the fourth partner at Telemus. Over the past three years, he has helped drive significant insurance growth for the firm, which continues to diversify into other ancillary business lines including corporate executive services and CFO family office services.

“Ari is an excellent addition to the leadership team here at Telemus,” said Lyle Wolberg, CFP, CEO and one of the founding partners. “We recognize what Ari has done for the firm with the year-over-year growth of the insurance team and feel that this promotion is well earned. He will help us continue to build the Telemus brand and accelerate the expansion of our various service areas.”

Fischman has over 20 years of experience in the financial industry, specializing in insurance. Prior to joining the team, he worked with Telemus as a strategic partner to deliver integrated insurance solutions. This partnership helped him develop customized insurance solutions for Telemus clients. 

As partner, Ari will be responsible for running the insurance division. He will also have oversight of the corporate executive services, family office services and the firm’s latest solution, comprehensive financial counseling.

“I am excited to take the next step in my Telemus journey and play a key role in the ongoing success of this award-winning firm,” Fischman said. “We’re hyper focused on continuing to refine and expand our full-service offerings at Telemus to support our clients, which will help fuel new growth opportunities across the firm.”

 

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Forbes America’s Top RIA Firms (2023)*

*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus Capital or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Data provided by SHOOK ® Research, LLC. Data as of 3/31/23. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently (see methodology above). Telemus does not pay a fee to use the awards promotional materials. Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com, SHOOK is a registered trademark of SHOOK Research, LLC.