$7B Arete Wealth’s Founder Steps Down as CEO

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Joshua D. Rogers, who founded Chicago-based broker/dealer and investment advisory firm Arete Wealth 19 years ago, has stepped down as chief executive of the firm, transitioning to executive chairman of the firm’s board of directors. David Levine, Arete’s chief operations officer, will succeed Rogers and serve as CEO of the firm’s holding company, which includes Arete Wealth Management, the brok ...