Last month our CEO, Mikko Passananti, had the pleasure of speaking with other Lion Street member-firms/owners at the annual Institute meeting in Austin, TX. Mikko joined a terrific panel on the topic of building distribution opportunities through large, strategic partnerships and shared our experience in working with our Pensionmark Financial Group sister offices. At PensionmarkMeridien we value building strong partnerships to better serve our valued clients and community.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).