SARASOTA COUNTY, FL (June 9, 2021) – FourThought Private Wealth(formerly Pinkerton Private Wealth), a wealth management firm headquartered in Venice, FL, has added Alex Herrington as Planner and Matt Macek as Client Relationship Manager to the team.
“We’re thrilled that Alex and Matt will be joining the FourThought family,” says Scott Pinkerton, CFPÒ Senior Planner and Managing Partner at FourThought. “I know they’re going to be strong assets to the firm.”
Herrington comes to FourThought from Fidelity Investments, where he held positions including financial representative and relationship manager. After obtaining his CFPÒ, Herrington transitioned into roles as an investment and financial consultant serving Fidelity’s high net worth clients. Prior to working in financial services, Herrington held a variety of customer service and client-focused roles. At FourThought, Herrington will be responsible for managing client investment portfolios, planning and more. He holds a bachelor’s degree in business administration and finance from the University of Central Florida.
Macek will assist FourThought clients with account transactions and serve as a contact for account-related questions. He has more than 20 years of experience in the financial services field, including positions in accounting, consulting, products, and trading. A St. Louis native, Macek spent over 10 years servicing clients under Wells Fargo Advisors in Missouri and Florida, where he moved in 2017. He holds a bachelor’s degree in international business from St. Louis University.
For more information on FourThought Private Wealth, visitwww.fourthought.com.
About FourThought Private Wealth
FourThought Private Wealth focuses on customized and comprehensive wealth planning and advice for individuals, families, foundations, and businesses under three separate brands: FourThought Private Wealth, FourThought Signature and FourThought Institutions. Founded in 1968, we have a 50-year legacy of service to our clients in Sarasota County and throughout the U.S. Advisory services are provided by FourThought Financial, LLC.