Top 50 firm HBK announced today its executive committee has voted to split leadership of its two entities, HBK CPAs & Consultants and HBKS Wealth Advisors, giving each its own top executive.
Christopher Allegretti, HBK’s CEO and managing partner since 2004, will remain in both roles at HBKS Wealth Advisors, while Thomas Angelo will oversee HBK CPAs and Consultants as CEO and managing partner. Jeremy Hartzell will join Angelo’s executive team as COO. The changes are effective as of Sept. 1, 2024.
The announcement coincides with the firm’s 75th anniversary. HBK was founded in 1949 and added its wealth management practice in 2001. It has 16 offices across five states with over 7000 employees, and is among the Top 100 registered investment advisories with nearly $7 billion assets under management.
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