Wealth management firm, behind new president, targets robust 2019

Allegiant Private Advisors seeks to shed its best-kept-secret image.

Lori Sax. Ben Jones and Martin Kossoff aim to increase awareness of Allegiant Private Advisors in 2019.
Lori Sax. Ben Jones and Martin Kossoff aim to increase awareness of Allegiant Private Advisors in 2019.
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A potential client for Allegiant Private Advisors, a 13-employee Sarasota wealth management firm, grew confused during an early December phone call with firm President Martin Kossoff.

 

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