Fundz

Global Wealth Management Appoints Kelly Hultgren as Head of Marketing

PRIVATEJan 16, 2025

Position

Head of Marketing

Company

Global Wealth Management

Kelly Hultgren
kelly@askglobalwealth.com
Fort LauderdaleFinancial ServicesLending

Description

Global Wealth Management is proud to announce the appointment of Kelly Hultgren as its new Head of Marketing, signaling a strategic commitment to continued growth and innovation in 2025.

Quick answer

Global Wealth Management Appoints Kelly Hultgren as Head of Marketing (January 16, 2025). Global Wealth Management is based in Fort Lauderdale, Florida, United States.

Who is the new Head of Marketing at Global Wealth Management?
Global Wealth Management named Kelly Hultgren Head of Marketing, announced January 16, 2025.
What did Global Wealth Management announce on January 16, 2025?
Global Wealth Management is proud to announce the appointment of Kelly Hultgren as its new Head of Marketing, signaling a strategic commitment to continued growth and innovation in 2025.
What does Global Wealth Management do?
Global Wealth Management (GWM) is a premier financial advisory firm focusing on retirement planning, with a commitment to fostering a positive workplace culture.
Where is Global Wealth Management based?
Global Wealth Management is based in Fort Lauderdale, Florida, United States.
Which similar companies made leadership changes around the same time?
PIB Group (January 16, 2025), Orrstown Financial Services (January 17, 2025), City First Bank (January 15, 2025) and F&M Trust (January 15, 2025) also announced leadership changes within 45 days of Global Wealth Management.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Lending

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Global Wealth Management, and when

A new leader at Global Wealth Management brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Global Wealth Management raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Global Wealth Management, from your own LinkedIn network

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Company Information

Company

Global Wealth Management

Location

Fort Lauderdale, Florida, United States

About

Global Wealth Management (GWM) is a premier financial advisory firm focusing on retirement planning, with a commitment to fostering a positive workplace culture.

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Fundz sees it the moment Global Wealth Management changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Global Wealth Management changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.