Jonathan Nolan and Kevin Roloff Announced as New Shareholders of Francis
Francis Holdings, Inc., a leader in conflict-free financial wellness and investment advisory services to corporations, is proud to announce two new Partners. These individuals have significantly contributed to Francis’ success and will play key roles in the Firm’s future growth.
The new Partners are: Jonathan Nolan, CFA – Vice President of Investment Consulting Services, and Kevin Roloff, CFA – Director of Research.
Both Jon and Kevin started at the firm as college interns and have stuck around for the long term, bringing incredible value to client relationships and the Francis team as a whole. The President and Co-Founder of Francis, Mike Francis, remarked, “Kevin and Jon reflect Francis’ dedication to cultivating exceptional talent from within and recognizing excellence in analytical work and service to your clients. In a year highlighted by our continued growth and expansion into a fourth city, Los Angeles, these promotions highlight our focus on identifying the leaders who will shape our future and build on the conflict-free business model that is changing the financial advice industry.”
These appointments are central to Francis’ strategy of recognizing the Firm’s young talent dedicated to helping America’s workers maximize their financial wellness. Francis’ business model is different—fixed-dollar retainer or hourly-based fees and no products to sell. Francis is a conflict-free investment advisor alternative in an industry filled with conflicted advisors.
Congratulations to Jon and Kevin!
