Margolis Advisory Group changes name to Margolis/Kass Advisors
By Rob Kozlowski | January 2, 2013 2:52 pm
Money management consulting firm Margolis Advisory Group has changed its name to Margolis/Kass Advisors effective Jan. 1, confirmed company founder Jeffrey Margolis.
The change in the name of the firm “acknowledges in substance what the firm has been for a while,” Mr. Margolis said in a telephone interview. He said there is no change in ownership and is simply recognition of Janie Kass, managing director, who joined the firm as a partner in August 2010.
Mr. Margolis founded the firm in 2008.