Wellington-Altus Appoints Steph Condra as Chief Experience Officer, Continues Elevation of Advisor Support
As CXO, Steph will oversee the advanced wealth planning, advisor engagement, advisor onboarding, marketing, and regional management teams.
- As CXO, Steph will oversee the advanced wealth planning, advisor engagement, advisor onboarding, marketing, and regional management teams.
- The creation of the Chief Experience Officer role underscores our dedication to delivering exceptional advisor experiences by providing the tools and support to thrive."
- Steph—a CFA Society volunteer and Women in Capital Markets Wealth Management Working Group member—has held several leadership roles in her career.
- I am thrilled to join their unstoppable momentum in this new role of Chief Experience Officer."