FounderPeter Bielan
I’ve been a leader in the wealth management industry since 1985. Throughout my 24-year corporate career, I worked for two of the nation’s top-20 banks, in various roles including: advisor, sales manager, and president of the retail brokerage businesses.
My focus has always been on helping profitably advance the performance of wealth management within financial institutions.
My focus has always been on helping profitably advance the performance of wealth management within financial institutions.
A Resource for Wealth Managers
Welcome to The Bielan Group
The Bielan Group provides the wealth management industry with the experience and resources to help firms make more informed decisions and enhance business performance. We recognize that in today’s sophisticated business environment it often takes a team to deliver a comprehensive solution. To that end, The Bielan Group has partnered with a lineup of experts who bring specific subject matter expertise and skills to enhance our ability to deliver world-class service and solutions. Drawing on 35+ years of experience and time spent building an extensive network of best-in-class industry partners, The Bielan Group will assemble the right team of resources to best meet your firm’s specialized needs and objectives.
Peter Bielan
The Bielan Group provides the Wealth Management Industry with the experience and resources to help firms make more informed decisions and enhance business performance.
Peter Bielan has been a leader in the financial institution-based financial advice community since 1985. His roles have encompassed advisor, sales manager, president of the retail broker/dealer for two of the 15 largest U.S. banks, and partner at Kehrer Bielan Research & Consulting.
Throughout his career he has dedicated his efforts to profitably growing sales, developing the infrastructure needed for expansion, and leveraging the partnership between investment services and the other departments within the institution.
Most recently, at Kehrer Bielan Research & Consulting Mr. Bielan focused on helping banks and credit unions improve their investment, wealth management, and insurance businesses. This included conducting complete practice reviews and executing custom projects to address specific needs. His bi-annual study of trends in advisor compensation helped clients stay competitive in a challenging market for advisor talent. Prior to Kehrer Bielan, he personally championed the transformation to fee-based business, established non-branch-based advisor strategies, increased the focus on financial planning, incorporated insurance offerings, and developed advisor recruiting strategies. He has also had leadership roles in a retail bank, providing a first-hand understanding of the significance of deposits and loans to the banking enterprise.
Mr. Bielan is a Bank Insurance Securities Association (BISA) Circle of Excellence recipient, has served multiple terms on the BISA Board, and has been invited to share his insights at many industry events and BISA conferences. He works from his Atlanta, GA office.
Get In TouchContact Peter Today!
Phone
Peter: 770-331-1280
Email
peter@bielangroup.com
Get In TouchContact Denise Today!
Phone
Denise: 603-591-8625
Email
denise@bielangroup.com
Denise Tognarina
Banks and credit unions are uniquely positioned to meet all of today’s investors’ needs – from loans and deposits to investing and protection. It is incredibly exciting to be able to support these financial institutions as they create platforms, processes, and teams to help investors achieve their goals and dreams.
Denise Tognarina has more than two decades of experience in sales program and content development, sales training, and marketing. Prior to joining The Bielan Group, Denise worked with Peter Bielan at Kehrer Bielan Research & Consulting where together, they focused on helping banks and credit unions improve their investment, wealth management, and insurance businesses by conducting business reviews and custom consulting projects.
Prior to Kehrer Bielan, she served as vice president, consulting delivery manager on the LPL Financial Institution Services Relationship Management team. In this role, Ms. Tognarina was responsible for enhancing the relationship management team value proposition by developing content, tools, and resources to empower team members to best serve their clients and drive business growth.
Ms. Tognarina also held a number of roles at UVEST Financial Services (which was acquired by LPL in 2006), including National Manager of Sales Campaigns and Sales Training Manager where she developed turn-key sales and marketing campaigns and training programs for the LPL Institution Services Business Consulting team.
Prior to joining UVEST in 2006, Ms. Tognarina spent eight years at Fidelity Investments where she developed and led the sales training program for Retirement Investment Services, their 401(k) asset retention team.
Ms. Tognarina is a graduate of Southern New Hampshire University and holds a Bachelor of Science in International Business as well as a Masters in Organizational Leadership.
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