Incline Wealth
MarketCounsel Hires Paul Lally as Head of Business Solutions
Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firm’s products and services.
In his new role, Lally will help RIA clients engage with the firm's products and services, identify gaps in the suite, and innovate on those products.
He previously led a team serving the wealth and asset management industry at Wipfli for about seven years, and co-founded Gladstone Associates, an M&A advisory firm, alongside Dan Kreuter.
He will join MarketCounsel in January.
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