&Companions Provides Upstate New York Father-Son Staff From Wells Fargo

&Companions, a St. Louis-based hybrid dealer/vendor launched by David Kowach, the former president and CEO of Wells Fargo Advisors, has added Curley Wealth Administration, an Oneonta, N.Y.-based observe with about $500 million in pre-hire property beneath administration. The crew was beforehand with Wells Fargo Advisors. 

Curley Wealth Administration is led by father and son Ed and Corbin Curley. Ed Curley was a long-time Wells Fargo veteran, having began his profession with A.G. Edwards, which finally turned a part of the wirehouse, in 1991. Corbin Curley began his profession at Wells Fargo 10 years in the past.

They’re joined by Jody Angellotti, senior monetary advisor, and Lisa Wells, senior consumer affiliate.

Curley gives monetary planning, tax-efficient methods, property planning coordination, and insurance coverage and danger administration.

Kowach co-founded &Companions in 2023 together with Kristi Mitchem, one among Wealth Administration’s Ten to Watch in 2026, and John Alexander. 

Earlier than Wells Fargo, Kowach grew up professionally at Wheat First Securities, a storied brokerage agency identified within the Nineteen Nineties for its small, boutique tradition. The three co-founders felt a calling to create that kind of firm out there once more, however with higher know-how, white-glove service and a extra strong funding platform.

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&Companions now has over 100 advisor practices throughout $50 billion in pre-hire property and $350 million in income. About 40% of these groups are led by girls. It recruited about 44 groups in 2025 from a various vary of corporations, together with Wells Fargo, Commonwealth Monetary Community, Edward Jones and Merrill Lynch. Income has grown by 179% year-over-year, whereas AUM has doubled for the reason that finish of 2024.