Highland Capital Brokerage Names Patrick Mulheran Managing Principal for HCB Heartland
(Birmingham, AL: July 29, 2015) – Highland Capital Brokerage, Inc. (HCB), a subsidiary of Ladenburg Thalmann Financial Services Inc., (NYSE MKT: LTS) announced today that it has named Patrick Mulheran as the managing principal for HCB’s regional office located in Indianapolis, Indiana. Mr. Mulheran will replace John Mulheran, managing principal for HCB Heartland who is retiring effective August 1.
Mr. Mulheran has been in the insurance and financial services industry for the last 15 years, with a focus on assisting independent financial advisors and institutional advisors in the estate and business planning markets.
“We are fortunate that Patrick has agreed to take the helm as Managing Principal at HCB Heartland,” said Jim Gelder, CEO. “Patrick has been a successful SVP at Highland for almost 10 years and has 15 years of experience in the insurance industry. I believe Patrick will be a tremendous asset as a managing principal, and will provide a youthful market perspective that will strengthen and position us for the future.”
Prior to joining the Highland Capital Brokerage team, Mr. Mulheran spent several years working with agents and general agents on new sales ideas, advanced case design, and presentations on various subjects within the realm of life insurance. As part of his responsibility, Mr. Mulheran traveled nationally, conducting sales development meetings and assisting in case development in representative client settings.
Mr. Mulheran holds a Bachelor of Arts Degree in Business Administration-Entrepreneurial Studies from the University of St. Thomas, St. Paul, Minnesota. He has also successfully completed FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) examinations for variable product sales. Mr. Mulheran is currently studying for the Charter Life Underwriter® designation.
About Highland Capital Brokerage
Highland Capital Brokerage is a national brokerage company providing point-of-sale support, advanced marketing, and creative estate and business planning techniques to financial advisors and insurance professionals. We deliver these services in an efficient, client-focused environment that extends to carrier and product expertise, underwriting negotiation, and complete back office processing. Our core competencies include life insurance, annuities, and long term care. HCB delivers objective access to major insurance carriers, advanced planning support, expertise in risk underwriting, and back office processing to insurance brokers, financial planners, and various institutions such as banks, wirehouses, and certified public accountant firms. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com.
Securities offered through NFP Advisor Services (NFPAS), Member FINRA/SIPC. Highland Capital Brokerage is not affiliated with NFPAS.
About Ladenburg Thalmann
Ladenburg Thalmann Financial Services Inc., (NYSE MKT: LTS, LTS PrA) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg’s subsidiaries include industry-leading independent broker-dealer firms Securities America, Inc., Triad Advisors, Inc., Securities Service Network, Inc., Investacorp, Inc. and KMS Financial Services, Inc., as well as Premier Trust, Inc., Ladenburg Thalmann Asset Management Inc., Highland Capital Brokerage, Inc., a leading independent life insurance brokerage company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.
Wilma Turner, Highland Capital