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January 5, 2022

Metrist

Apella Capital, a financial advisory and wealth management firm, announced Metrist Wealth Advisors, a registered investment advisor headquartered in Lake Oswego, Oregon, has joined the firm. Metrist brings over $130 million in assets under management to Apella Capital. Metrist provides clients with financial planning, portfolio creation, asset management, and income management. Founded in 2004 by CEO Taylor Drake, the Metrist team brings more than 34 years of collective experience. Prior to becoming an advisor, Drake managed 401k bond portfolios and developed investment products as an investment banker. This is Apella's first transaction in 2022. Apella Capital, with over $2.5 billion in assets under management and administration, is headquartered in Glastonbury, Connecticut, and now has 12 offices around the country in Massachusetts, Rhode Island, New York, Georgia, Tennessee, Texas, Washington, Colorado, and California. Apella was founded in 2014 by financial advisors Patrick Sweeny and David Connelly.




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