2018 Press Releases

The Greensboro Coliseum Complex has announced a new, multi-year agreement with Triad Financial Advisors (TFA) as the exclusive corporate sponsor of the new TFA Club at the Greensboro Coliseum.

“Partnering with the Greensboro Coliseum allows us to invest in our community, while also creating some meaningful memories for our clients, employees and families,” said Patrick Rush, CEO of TFA. “TFA is proud to be rooted in Greensboro’s past and future.”

Located at the north end of the Coliseum, the exclusive TFA Club area offers all the latest amenities. The TFA Club is dedicated to delivering extraordinary customer service, comfort and enjoyment in a unique atmosphere where members can relax in a luxury setting just steps away from all the action. A 350-square foot viewing platform allows TFA Club members and their guests to view arena events in an exclusive, standing-room-only environment.

The new agreement replaces Schiffman’s Jewelers as the corporate sponsor of the Coliseum’s ‘members only’ club.

Read more: Triad Financial Advisors to Sponsor TFA Club at Greensboro Coliseum

  • Created on .

TFA hires Justin May as Financial Associate

Greensboro, NC, 7/11/2018 –Triad Financial Advisors (TFA) announced that Justin May has been hired as a Financial Associate, effective May 2018.

Justin graduated with a B.A. in Economics from University of California, Santa Barbara in 2017. He and his wife, Corrine, recently relocated to Greensboro from California. Justin’s hobbies include snowboarding, surfing, playing the trombone and volunteer work.

“Justin is a very intelligent young professional who will help add depth to the TFA Team. We are fortunate to have him in Greensboro, and I’m looking forward to seeing him grow into a very talented practitioner at TFA.”

Read more: TFA hires Justin May as Financial Associate

  • Created on .

July 3, 2018 –Triad Financial Advisors (TFA) is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the third year in a row that TFA has received this distinction.

“TFA is the only firm in Greensboro, as well as the Triad, to receive national recognition by the Financial Times and Barron’s in 2018. The fact that we are local, independent, and a fee-only, full-time fiduciary makes this even more special” said TFA’s CEO Patrick Rush.

Read more: Triad Financial Advisors Named to 2018 Financial Times 300 Top Registered Investment Advisers

  • Created on .

Triad Financial Advisors Wins Prestigious Industry Award

Greensboro, NC, 3/20/2018 –Barron’s announced the annual list of “America’s Top 1,200 Financial Advisors” on March 12, 2018. This is the second consecutive year that Patrick Rush, CEO of TFA received the award. Mr. Rush and TFA ranked #7 in North Carolina which was the highest ranking of any firm in the Triad.

The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors. Barron’s analysis uses a complex formula that contains 22 points of ranking, all with various weightings. The calculation considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Read more: Triad Financial Advisors Wins Prestigious Industry Award

  • Created on .

TFA hires Mollie Korenstein as Senior Financial Advisor

Greensboro, NC, 1/2/2018 –Triad Financial Advisors (TFA) announced that Mollie Korenstein has been hired as a Senior Financial Advisor, effective January 2, 2018. Mollie recently relocated to Greensboro from Hoboken, N.J., where she spent 7 years building financial plans for high net worth clients.

Mollie graduated from Ohio State University with a B.S. in Consumer and Family Financial Services and is a CFP® Professional. Mollie’s holistic approach to financial planning compliments TFA’s mission of helping their clients “Live with Intention.”

Mollie’s hobbies include running, hot yoga, baking and traveling. Recently, she participated in Cycle for Survival which raises money to beat rare cancers and MS Muckfest, a mud run supporting people living with Multiple Sclerosis.

Read more: TFA hires Mollie Korenstein as Senior Financial Advisor

  • Created on .
Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
Find more detail on advisors or TFA at www.adviserinfo.sec.gov.