Wertlieb Joins A.G.P. as Managing Director

Investor -People | Jun 10, 2025 | A.G.P./Alliance Global Partners

A.G.P./Alliance Global Partners has appointed Hillary Wertlieb as the Managing Director of Investments. Wertlieb brings over 32 years of experience in the securities industry, previously working with American Portfolios, Osaic Wealth, Investors Capital Corp., and Josephthal & Company. A.G.P. welcomes her extensive experience and her client-customized investment approach to enhance the firm's capabilities. CEO Phil Michals and National Sales Manager Eric Steingruebner emphasize the firm’s commitment to providing personalized, client-focused services. A.G.P., a member of FINRA and registered with the SEC since 1980, offers wealth management and investment banking services with boutique-level attention. The appointment underscores A.G.P.'s strategy of integrating experienced professionals to expand its reach in the financial services sector.

Sectors

Wealth Management
Financial Advisory

Geography

United States – A.G.P. is a U.S.-based investment and advisory firm, and the appointment concerns the firm’s operations in the United States.

Industry

Wealth Management – The article is centered around A.G.P., a firm specializing in wealth management services, and the appointment of a new director specifically aimed at enhancing these services.
Financial Advisory – A.G.P. provides advisory services to both individual and institutional clients, reinforcing its role in the financial advisory sector.

Financials

Participants

Name	Role	Type	Description
A.G.P. / Alliance Global Partners	Employer	Company	A regional investment and advisory firm offering wealth management and institutional advisory services.
Hillary Wertlieb	Managing Director of Investments	Person	An experienced executive with 32 years in the securities industry, joining A.G.P. to lead investment strategies.
American Portfolios	Former Employer	Company	A firm in the securities industry previously acquired by Osaic Wealth, where Wertlieb worked for the past 6 years.
Osaic Wealth	Former Employer	Company	The acquiring company of American Portfolios where Wertlieb was employed.
Investors Capital Corp.	Former Employer	Company	A firm in the securities industry acquired by Cetera Advisors, where Wertlieb spent 11 years.
Josephthal & Company	Former Employer	Company	The firm where Wertlieb began her career in securities.
Phil Michals	CEO/Executive Chairman	Person	CEO/Executive Chairman of A.G.P. who expressed enthusiasm about Wertlieb's joining.
Eric Steingruebner	National Sales Manager, JD, CFP	Person	National Sales Manager at A.G.P., commenting on the strategic importance of Wertlieb's appointment.