October 8, 2012
With both joy and sadness we announce the retirement of Kevin B. Dolan, ChFC & CASL, effective on September 28, 2012. Kevin was Managing Director of the Naples branch of Banyan Partners and a Principal of the firm since August 2009. He has been a valuable asset to the Banyan team and remains a personal friend to all of us.
As one of the early partners in the firm, Kevin brought his vast financial and relationship management experience from 20-plus years as a Regional Consultant for Fidelity Investments and was a major contributor in building Banyan Partners to the $1.2 billion firm that it is today.
Kevin’s innovative ideas and professional relationships helped us deepen our presence in the Naples community. We are profoundly appreciative of Kevin’s contribution to the success of Banyan Partners.
With Kevin’s retirement, Hap Wade will assume the reins of Managing Director of Banyan’s Naples branch. Hap is also a former executive with Fidelity Investments and former Branch Manager of their Fidelity Naples Investment Center. Hap joined Banyan Partners in February 2010.
We wish Kevin the best in this next stage of his life, and thank him for his years of outstanding service to Banyan Partners and look forward to many more years of his continued contributions on our Advisory Board.
Sincerely,
Peter J. Raimondi, JD
CEO & Founder
Banyan Partners, LLC