CPWA

Practice Intel Launches Advisory Board Comprising Financial Services and Technology Veterans

Retrieved on: 
Monday, March 11, 2024
Software, Banking, Accounting, Professional Services, Business, Fintech, Technology, Asset Management, Other Professional Services, Finance, Other Technology, Consulting, College, Research, XY, Intel, Scripps Research, Growth, Empathy, Merrill (company), Knowledge, CNBC, Practice, CPWA, JPMorgan Chase, Financial adviser

Practice Intel , a data driven platform to help advisors and firms scale organic growth, today announced the appointment of six distinguished financial and tech professionals to its newly established advisory board.

Key Points: 
  • Practice Intel , a data driven platform to help advisors and firms scale organic growth, today announced the appointment of six distinguished financial and tech professionals to its newly established advisory board.
  • These industry veterans are set to play a vital role in steering Practice Intel’s efforts to elevate advisor-client relationships and help advisors scale organic growth.
  • Practice Intel was created to bridge that gap,” said Tom Rieman, CPWA , chief executive officer of Practice Intel.
  • Practice Intel provides the data and strategic guidance to help advisors excel at delivering a modern, differentiated value proposition.

Latest Wirehouse Breakaway Brings $700 Million in Client Assets to Sanctuary Wealth

Retrieved on: 
Tuesday, April 2, 2024
CEPA, JJ, Growth, History, Marshall College, CRPC, Franklin & Marshall College, Language, CPWA

INDIANAPOLIS, April 2, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Vincita Investment Partners (Vincita), a Greensboro, North Carolina-based firm with $700 million in client assets. Its founders and managing partners JJ Marus, CEPA, CPWA, CRPC, and Lauren Norris, CFP®, CPFA, are the latest successful advisors to break away from a wirehouse to launch a firm on Sanctuary's Partnered Independence platform.

Key Points: 
  • INDIANAPOLIS, April 2, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Vincita Investment Partners (Vincita), a Greensboro, North Carolina-based firm with $700 million in client assets.
  • Given their all-encompassing drive to succeed, it is hardly surprising that they've built a highly sophisticated, $700 million practice in just 15 years.
  • Adam Malamed, CEO of Sanctuary Wealth, concluded, "Sanctuary is uniquely positioned to help breakaway teams seamlessly transition to independence and grow their businesses on their terms.
  • Sanctuary is committed to helping them deepen client relationships and accelerate their growth."

LPL Financial Welcomes Aero Capital

Retrieved on: 
Wednesday, March 6, 2024
SAN, Investment, RIA, Business development, CPWA, Map, Sailor, Stifel, LPL, Aero, Financial adviser

SAN DIEGO, March 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brice Lowe CFP®, CPWA and Bradley Moser CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Mariner Advisor Network.

Key Points: 
  • SAN DIEGO, March 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brice Lowe CFP®, CPWA and Bradley Moser CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Mariner Advisor Network.
  • They reported having served approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from Stifel Financial.
  • Lowe, Moser’s stepson, chose to follow the same path into the financial services industry, first interning with Moser during college and later as partner in what would become Aero Capital.
  • “The next logical step for our business was to launch our new firm, Aero Capital, by partnering with LPL,” Lowe said.

$500 Million, Family-Run Hughes Financial Services, LLC Acquired By Bluespring Wealth Partners, LLC

Retrieved on: 
Wednesday, January 31, 2024
Banking, Professional Services, Finance, Partnership, CDFA, Growth, CPWA, CFP, MBA, Acquisition, Culture, Hughes

Bluespring Wealth Partners , LLC (“Bluespring”), a leading acquirer of high quality wealth management firms, today announced the acquisition of Hughes Financial Services , LLC (“Hughes Financial”), a family-run firm located in Herndon, Virginia.

Key Points: 
  • Bluespring Wealth Partners , LLC (“Bluespring”), a leading acquirer of high quality wealth management firms, today announced the acquisition of Hughes Financial Services , LLC (“Hughes Financial”), a family-run firm located in Herndon, Virginia.
  • The firm specializes in working with families, medical professionals, corporate executives, and local, state, and federal employees, offering an integrated wealth management approach by advising clients on all areas of their financial lives.
  • “Straightaway, a partnership with Hughes Financial felt like a perfect fit,” said Bluespring Chairman Stuart Silverman.
  • “In the last four years our firm has doubled in size and with Bluespring Wealth Partners on our team we can focus on continuing to take our business to new heights.”

Sanctuary Wealth Congratulates Gerry Spitzer of Questar Capital Partners on His Appointment as President of Exit Planning Institute's New Jersey Chapter

Retrieved on: 
Thursday, October 5, 2023
Partnership, CRPC, High-net-worth individual, Spitzer, EPI, ESOP, CPWA, Chapter, CEPA, UBS, CPA, Financial adviser, Construction, Sanctuary, Questar

INDIANAPOLIS, Oct. 5, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, congratulates Questar Capital Partners (Questar) founder, Gerry Spitzer, CPA, CPWA, CEPA, CRPC, on his appointment as President of the newly formed Exit Planning Institute's (EPI) New Jersey chapter. Questar will also begin offering its business succession planning services to advisors affiliated with Sanctuary Partner Firms – another important service the firm provides its advisors to enhance their client service.

Key Points: 
  • INDIANAPOLIS, Oct. 5, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, congratulates Questar Capital Partners (Questar) founder, Gerry Spitzer, CPA, CPWA, CEPA, CRPC, on his appointment as President of the newly formed Exit Planning Institute's (EPI) New Jersey chapter.
  • Questar will also begin offering its business succession planning services to advisors affiliated with Sanctuary Partner Firms – another important service the firm provides its advisors to enhance their client service.
  • New Jersey-based Questar had been part of UBS for years before choosing partnered independence with Sanctuary in 2022.
  • Questar has built an impressive practice by providing wealth management services to business owners and high-net-worth individuals and families.

Columbia Trust Company Hires Rob Pitois to Lead Expansion into California and Nevada Following Columbia Bank Merger with Umpqua Bank

Retrieved on: 
Monday, July 17, 2023
City National Bank (California), YMCA, Partnership, University, Senior, Wharton School of the University of Pennsylvania, Business, Risk management, University of Pennsylvania, David G. Booth, Regions Trust, Economics, Organization, CPWA, Umpqua Holdings Corporation, COLB, University of Washington, Growth, Pitoy Moreno, Pacific coast, Certified Financial Planner, San Diego State University, Property management, Investment

TACOMA, Wash., July 17, 2023 /PRNewswire/ -- Columbia Trust Company, a subsidiary of Columbia Banking System, Inc. (Nasdaq: COLB), announced today it has named Rob Pitois as Senior Vice President and Regional Trust Manager for California and Nevada.

Key Points: 
  • TACOMA, Wash., July 17, 2023 /PRNewswire/ -- Columbia Trust Company, a subsidiary of Columbia Banking System, Inc. (Nasdaq: COLB), announced today it has named Rob Pitois as Senior Vice President and Regional Trust Manager for California and Nevada.
  • Pitois will be responsible for hiring and building a high-caliber trust and investment team to lead the company's planned expansion into markets now available through Columbia's merger earlier this year with Umpqua Bank.
  • He will report to Rob Howell, President and Director of Investments at Columbia Trust Company.
  • Under his leadership, we will hire investment specialists, trust market managers, trust officers, and other experienced estate planning professionals to deliver our clients the benefits of Columbia Bank's recent merger with Umpqua Bank."

Commonwealth Offers CPWA® Program in Partnership with Investments & Wealth Institute and The University of Chicago Booth School of Business

Retrieved on: 
Wednesday, February 1, 2023
Professional Services, Education, Finance, Asset Management, Banking, University, CPWA, HNW, CAE, David G. Booth, Business, Certification, Commonwealth, Curriculum, Partnership, Executive education, Investment, Faculty, University of Chicago Booth School of Business, Practice management, Commonwealth Financial Network, IWI, Financial adviser

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnership with Investments & Wealth Institute (IWI) and Executive Education at the University of Chicago Booth School of Business to offer the Certified Private Wealth Advisor® (CPWA®) certification to its network of affiliated advisors.

Key Points: 
  • Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnership with Investments & Wealth Institute (IWI) and Executive Education at the University of Chicago Booth School of Business to offer the Certified Private Wealth Advisor® (CPWA®) certification to its network of affiliated advisors.
  • The CPWA program equips advisors with the tools and strategies to strengthen their expertise and support more high-net-worth (HNW) clients.
  • The capstone of Commonwealth’s CPWA program is an in-person, week-long course taught by faculty and industry experts at Chicago Booth, one of the world’s leading business schools.
  • Commonwealth advisors will leave our class with deepened analytical thinking and sharpened problem-solving skills.”
    The inaugural Commonwealth 2023 CPWA program is fully enrolled with 50 participants.

Financial Advisor Garth Allan joins UBS in Newport Beach

Retrieved on: 
Monday, December 19, 2022
Legal, Personal Finance, Insurance, Finance, Consulting, Accounting, Professional Services, Small Business, Asset Management, Financial adviser, Vancouver Island University, Education, NYSE, Finance, Dog, AAMS, SIX Swiss Exchange, Investment, Wells Fargo, Yale School of Management, UBS, Life, Marketing, Katherine, Economics, College, RMA, CPWA, Financial services

UBS Wealth Management USA today announced that Financial Advisor and Managing Director Garth Allan has joined the firm in Newport Beach, California.

Key Points: 
  • UBS Wealth Management USA today announced that Financial Advisor and Managing Director Garth Allan has joined the firm in Newport Beach, California.
  • “Garth and Catherine are a great addition to our team, and we're thrilled to welcome them to the office here in Newport,” said Justin Frame , Southern California Market Head and Newport Beach Branch Manager at UBS Wealth Management USA.
  • Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.
  • Catherine Rusk has worked with Garth Allan for 10 years, in a career spanning more than 20 years in the financial industry.

Sanctuary Wealth Partner Firm Offers ESOP Expertise to Business Owner Clients as well as Other Sanctuary Partners

Retrieved on: 
Wednesday, November 23, 2022
FINRA, CRPC, Insurance, ESOP, Broker-dealer, CPA, Spitzer, Freedom, CPWA, Knowledge, Investment, Growth, Businessperson, Family, Sale, Retirement, CEPA, Employee stock ownership, Financial services, Financial adviser, Sanctuary

INDIANAPOLIS, Nov. 22, 2022 /PRNewswire/ -- Questar Capital Partners, a Sanctuary Wealth partner firm, has decades of experience using a three-pronged approach combining financial planning, estate planning, and philanthropy to help business owner clients plan their exit strategies, with the use of Employee Stock Ownership Plans (ESOPs). Now, Sanctuary partner firms can take advantage of Questar's expertise to help their business owner clients unlock and monetize the value of their business while minimizing taxes and preserving ownership for valued employees and family. The offering is available to advisors on the Sanctuary platform as part of Sanctuary's suite of Business Owner and Executive Services Solutions created to help drive growth for its partner firms.

Key Points: 
  • "My partner, Richard Reyle, and I built our business on working with middle market business owners.
  • "Sanctuary Wealth is committed to the constant evolution of our platform and expansion of planning and investment solutions to our advisor partners," said Jim Dickson, CEO and Founder of Sanctuary Wealth.
  • Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately$25 billionin assets under advisement.
  • Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

Auric Capital Partners Expands Team With Appointment of John Abbate as Senior Vice President and Chief Planning Officer

Retrieved on: 
Thursday, November 3, 2022
CFA, Wendell Pritchett, Face, Freedom, CPAS, LLC, Growth, BS, CFA Institute, Auric, Executive, CEPA, University, Certification, Broker-dealer, CPWA, FINRA, Chartered Financial Analyst, CFP, McKelvy, Goal, Technology, Merrill (company), SEC, CIMA, Wharton School of the University of Pennsylvania, Financial adviser, Operation, Economics

ALISO VIEJO, Calif. and DENVER, Nov. 3, 2022 /PRNewswire/ -- Auric Capital Partners, an independent financial solutions firm led by a team of experienced advisors and a partner in theSanctuary Wealth network,is expanding its team with the addition of John Abbate, as Senior Vice President and Chief Planning Officer.

Key Points: 
  • ALISO VIEJO, Calif. and DENVER, Nov. 3, 2022 /PRNewswire/ -- Auric Capital Partners, an independent financial solutions firm led by a team of experienced advisors and a partner in theSanctuary Wealth network,is expanding its team with the addition of John Abbate, as Senior Vice President and Chief Planning Officer.
  • "Having John on our team will bring tremendous benefits to our clients," says Michael Mittman, CEPA, CFA, CPWA, Partner, Managing Director, Advisory, Auric Capital Partners.
  • Prior to joining Auric, John Abbate was Vice President and Portfolio Manager at Merrill Lynch.
  • "I feel truly fortunate to be joining Auric Capital Partners at this stage of the firm's development," adds John Abbate, Chief Planning Officer, Auric Capital Partners.