fbpx

New Advisory Board Addition Strengthens Chalice’s Position as Brain Trust in the Industry

SAN DIEGO, Calif.- Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, today announced the appointment of James A. Combs Jr., president and CEO of National Advisors Trust Company to the Chalice Advisory Board.

We couldn’t feel more blessed to have Jim join our Advisory Board,” said Keith Gregg, CEO of Chalice. “He’ll be serving alongside other industry luminaries who share our vision of supporting independent financial advisors in running, growing and protecting their businesses. We’re excited to experience the halo effect he’ll bring to our organization thanks to his innovative thinking and focus on transformational leadership.

The Chalice Advisory Board is comprised of financial industry and FinTech experts who lend their extensive experiences and thoughts to support Chalice as it works to improve its strategy with sales, marketing and management as well as how to best position itself in the marketplace.

“Jim brings a deep understanding of trust services to the Chalice organization,” said Dan Kreuter, CEO of Gladstone Group and chairman of the Chalice Advisory Board. “We know his expertise will enhance our members’ competency in implementing trust services, provide considerably more guidance for their clients, and deepen their value through multiple generations. We are pleased Jim has joined our Advisory Board, and we all look forward to working with him.

Combs has served as president and CEO of National Advisors since April 2013. Under his leadership, the company expanded its affiliate firms by 60% and helped grow its advisor network over 40-fold. He helped design the firm’s expansion and distribution into CPA and bank channels and established its dual trust jurisdiction infrastructure.

Throughout his career, Combs has helped manage businesses ranging from start-ups to large enterprises. A strategic thinker and problem-solver, he has a passion for building and leading high-performance teams through the business transformation process. During his financial services career, Combs has held leadership assignments in operations, administration, information technology, product management, and enterprise project management at firms such as Bankers Trust Company N.Y., The Global Processing Alliance, Wachovia Operational Services Corporation, Wilmington Trust Company, and SEI.

I am honored to join the Chalice Advisory Board and excited by the opportunity to work closely with an impressive group of industry leaders,” said Combs. “The shared missions of National Advisors and Chalice Financial Network to help advisors grow their businesses makes this a natural fit for me. I look forward to the networking, collaboration, and sharing of ideas and best practices as a member of the Chalice community.

About Chalice Financial Network™

Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today’s small to mid-sized advisor. More than 50,000 members find solutions to their business challenges daily. Through the digital marketplace—Chalice Advisor Exchange™— the network provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. The community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. For more information, visit www.chalicefn.com.

Chalice Media Contact

Holly Ferris
Ferris Communications
(562) 746-8461
holly@ferriscomm.com

Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

Chalice Financial Network™, an online member-based digital marketplace for independent, small and midsized business owners, added two new services for its members – FA Client Machine and Anchor Point –…