Events and News
Stay up to date with the latest events, news, and insights from the Excelsior Advisor Network. Whether it’s industry trends, network updates, or advisor success stories, we’re committed to keeping you informed.
Recent Events
Excelsior Advisor Network Appoints Industry Veteran Mark Peterson as Co-CEO
Former Baird market director brings 30+ years of leadership and $8 billion in AUM oversight experience to growing independent advisor platform. DENVER (June, 2025) –
Excelsior Advisor Network Names Gene Pucci National Director of Operations
Former Baird Arizona market branch manager brings three decades of operational excellence to independent advisor platform. DENVER (June, 2025) – Excelsior Advisor Network today announced
Excelsior Welcomes Matteo Curley
We are excited to welcome Matteo Curley to Excelsior as a Client Services Specialist.
Excelsior Welcomes Max Rathman
We are thrilled to welcome Max Rathman to Excelsior as the National Director of Branch Development. For advisors interested in joining Excelsior, reach out to
Excelsior Welcomes Matthew Toelke
We are thrilled to welcome Matthew Toelke to Excelsior! For advisors interested in learning more about Excelsior Capital Group LLC, we invite you to schedule
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