Wealth management firm Creative Planning has appointed Charlie Bilello, Compound Capital Advisors founder and CEO, to a new chief market strategist position, effective Jan. 1.
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Creative Planning Taps Charlie Bilello as Chief Market Strategist
News January 17, 2023 at 05:05 PM
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"We are always looking for ways to educate our clients and Charlie is just an incredible educator," Mallouk told ThinkAdvisor via email Tuesday. "He fits into the Creative way perfectly. I know our team is excited and our clients are going to benefit as well."
Bilello has closed Compound Capital, Mallouk said.
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