Investment advisor launches new wealth management firm

Cyndeo Wealth Partners will be headquartered in St. Petersburg.

By Business Observer Staff
| 2:13 p.m. June 19, 2020
| 0 Free Articles Remaining!

Tampa Bay-Lakeland

ST. PETERSBURG — Matt Kilgroe, a veteran investment advisor who previously worked for UBS and managed $1.2 billion in client assets, has launched Cyndeo Wealth Partners, based in St. Petersburg.

Cyndeo, according to a press release, is part of the Dynasty Financial Partners network. Dynasty Financial Partners provides independent advisors access to a full array of capital markets and investment banking capabilities. The firm moved its headquarters from New York to St. Petersburg last year.