PCIA

Conor Kelly, CFP®, Joins Prime Capital Investment Advisors

Retrieved on: 
Thursday, April 4, 2024
Asset Management, Professional Services, Finance, Series, Saint Louis University, PCIA, Small business, Financial services

Prime Capital Investment Advisors (PCIA) proudly announces that Conor Kelly has joined the firm as an equity partner and financial advisor, bringing over two decades of dedicated financial planning and investment strategy experience to the growing Kansas City team.

Key Points: 
  • Prime Capital Investment Advisors (PCIA) proudly announces that Conor Kelly has joined the firm as an equity partner and financial advisor, bringing over two decades of dedicated financial planning and investment strategy experience to the growing Kansas City team.
  • "Conor's career embodies a relentless commitment to excellence in financial planning and an unwavering dedication to his clients," said Glenn Spencer, chief executive officer at Prime Capital Investment Advisors.
  • We are excited to have Conor on board and are confident in the positive impact he will make on our clients and the community."
  • Kelly attended Saint Louis University, where he obtained an Honors Business Administration degree with an emphasis in Finance.

Prime Capital Investment Advisors Launches the Future of Finance Scholarship Fund to Empower Women in Financial Services

Retrieved on: 
Tuesday, February 27, 2024
Professional Services, Education, Consumer, Women, Finance, Continuing, University, Woman, Future, Student, PCIA

Prime Capital Investment Advisors (PCIA) is ready to make real change on the issue of the gender gap in financial services.

Key Points: 
  • Prime Capital Investment Advisors (PCIA) is ready to make real change on the issue of the gender gap in financial services.
  • As a result, they are establishing The Future of Finance Scholarship Fund , a scholarship for current students or college-bound women looking to pursue degrees and careers in finance.
  • The Future of Finance Scholarship Fund presents financial services as an attractive career path for young women.
  • The fund is sponsored by Prime Capital Investment Advisors, Spencer Fane, and Bow River Capital.

Camille Svitek, CFA®, CFP®, Joins Prime Capital Investment Advisors

Retrieved on: 
Thursday, October 5, 2023
Professional Services, Finance, PCIA, University of Richmond, Investment, Multimedia, Partnership, Chartered Financial Analyst, Svitek, University, Economics, Financial services

Prime Capital Investment Advisors (PCIA) proudly announces Camille Svitek of San Antonio, Texas, has joined PCIA's Crossvault Capital Management (Crossvault) team as an advisor.

Key Points: 
  • Prime Capital Investment Advisors (PCIA) proudly announces Camille Svitek of San Antonio, Texas, has joined PCIA's Crossvault Capital Management (Crossvault) team as an advisor.
  • View the full release here: https://www.businesswire.com/news/home/20231005130952/en/
    "We are delighted to welcome Camille to the PCIA team," said Glenn Spencer, chief executive officer at Prime Capital Investment Advisors.
  • "At PCIA, we value Camille’s approach to creating comprehensive strategies for clients and appreciate the extra effort she takes to help them understand their investments and financial objectives," said John Seibolt, chief development officer at Prime Capital Investment Advisors.
  • Our partnership with Prime Capital has allowed us to attract top talent like Camille."

Dale Kelly, CRPC, Joins Prime Capital Investment Advisors

Retrieved on: 
Tuesday, October 3, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, PCIA, University, College, Peter H. Daly (U.S. Navy), Education, Wake Forest University, University of North Alabama, Capella University, MBA, Multimedia, History, USS Blue Ridge (LCC-19), USS Blue, Kelly, BB, Financial services, Management

Prime Capital Investment Advisors (PCIA) announces that Dale Kelly, of Memphis, Tennessee, has joined the firm as a partner and senior financial planner.

Key Points: 
  • Prime Capital Investment Advisors (PCIA) announces that Dale Kelly, of Memphis, Tennessee, has joined the firm as a partner and senior financial planner.
  • We are excited to welcome him and his team into the PCIA family," stated Glenn Spencer, chief executive officer at Prime Capital Investment Advisors.
  • "What drives Dale is to earn his clients' business every day," said John Seibolt, chief development officer at Prime Capital Investment Advisors.
  • "This mentality is one that immediately attracted us to Dale and his team, and we knew we'd be lucky to have them."

Prime Capital Investment Advisors Forges Strategic Partnership with Abry Partners

Retrieved on: 
Wednesday, July 12, 2023
Consulting, Asset Management, Professional Services, Finance, Heart, Growth, Partnership, Partner (business rank), Kirkland & Ellis, William Blair & Company, Financial services, Financial adviser, PCIA, Abry

Prime Capital Investment Advisors (PCIA) proudly announces a new strategic partnership with Abry Partners (Abry), an established private equity firm with a 30-year track record of success in fueling business growth.

Key Points: 
  • Prime Capital Investment Advisors (PCIA) proudly announces a new strategic partnership with Abry Partners (Abry), an established private equity firm with a 30-year track record of success in fueling business growth.
  • "We are thrilled to embark on this partnership with Abry, a respected firm that shares our values,” said Glenn Spencer, CEO of PCIA.
  • As part of the agreement, Abry will acquire an equity interest in PCIA, provide additional investment capital and join the PCIA board.
  • William Blair & Company served as financial advisor to Abry, and Kirkland & Ellis LLP served as legal advisor to Abry.

Prime Capital Partners with Goldman Sachs Advisor Solutions, Further Enhancing Growth Platform

Retrieved on: 
Wednesday, May 17, 2023
PCIA, RIA, Life, Attention, Goldman Sachs, AUM, Wealth management, Growth, GSAS, Financial services, Financial adviser

OVERLAND PARK, Kan., May 17, 2023 /PRNewswire/ -- Prime Capital Investment Advisors (PCIA) has partnered with Goldman Sachs Advisor Solutions (GSAS) as an additional custody provider, targeting over a billion dollars of AUM on the GSAS platform. The addition will add sophisticated solutions and services from a recognized global financial institution for PCIA's largest and most complex clients.

Key Points: 
  • Prime Capital Investment Advisors adds custodian to address rapid business growth and evolving advisor needs.
  • OVERLAND PARK, Kan., May 17, 2023 /PRNewswire/ -- Prime Capital Investment Advisors (PCIA) has partnered with Goldman Sachs Advisor Solutions (GSAS) as an additional custody provider, targeting over a billion dollars of AUM on the GSAS platform.
  • "Prime Capital Investment Advisors is committed to helping its clients, associates, advisors, and partners achieve their life ambitions," said Glenn Spencer, Chief Executive Officer.
  • "We're delighted Prime Capital has put their trust in us, recognizing how our technology, people, and access to Goldman Sachs complements their existing partnerships and enhances their advisor services."

Prime Capital Investment Advisors Acquires Cornerstone Comprehensive Wealth Management

Retrieved on: 
Thursday, March 9, 2023
Consulting, Asset Management, Professional Services, Finance, Partnership, AUM, Financial adviser, PCIA, Marketing, Dream, Acquisition, Financial services

Prime Capital Investment Advisors (PCIA) is pleased to announce its acquisition of Reno, Nevada-based registered investment advisor Cornerstone Comprehensive Wealth Management (Cornerstone).

Key Points: 
  • Prime Capital Investment Advisors (PCIA) is pleased to announce its acquisition of Reno, Nevada-based registered investment advisor Cornerstone Comprehensive Wealth Management (Cornerstone).
  • Cornerstone is a top 10 investment advisory firm in terms of AUM in Reno and brings decades of experience providing premium, high-touch client services to individuals and families.
  • “Cornerstone is a family-owned and -operated firm that provides comprehensive fiduciary-minded support and services that align well with our core values,” said Glenn Spencer, CEO of Prime Capital Investment Advisors.
  • To learn more about Prime Capital Investment Advisors, please visit: https://pciawealth.com/ .

Prime Capital Investment Advisors Acquires Stonnington Group

Retrieved on: 
Tuesday, January 3, 2023
Banking, Asset Management, Professional Services, Finance, Acquisition, Family, Partnership, PCIA, RIA, Financial services

Prime Capital Investment Advisors (PCIA), is pleased to announce its acquisition of Pasadena-based registered investment advisor (RIA) Stonnington Group .

Key Points: 
  • Prime Capital Investment Advisors (PCIA), is pleased to announce its acquisition of Pasadena-based registered investment advisor (RIA) Stonnington Group .
  • Stonnington Group brings decades of experience servicing high-net-worth individuals and families to PCIA, led by Nick Stonnington, President and Advisor.
  • Glenn Spencer, CEO of Prime Capital Investment Advisors, said, “Stonnington Group is a multigenerational firm that operates with a whole-team approach that aligns well with Prime Capital.
  • I’m excited to welcome the Stonnington Group to the PCIA family and expand in California.”
    The Stonnington Group prioritizes active asset management, deliberate execution, and reliable results.

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Retrieved on: 
Thursday, January 5, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, George Norcross, Education, ECHELON, SRI, Research, LLP, Investment, ETF, Green, Culture, Envestnet, AUM, PCIA, Financial adviser, Financial services

Prime Capital Investment Advisors (PCIA) announced today that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while adding $151 million in assets under management (AUM).

Key Points: 
  • Prime Capital Investment Advisors (PCIA) announced today that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while adding $151 million in assets under management (AUM).
  • Founded by the firm’s CEO and Director of Investments Peter Krull, Earth Equity has been investing its clients’ assets responsibly for nearly 20 years.
  • Both PCIA and Earth Equity are dedicated to continuous improvement and embracing the evolving needs and values of clients.
  • In Krull’s new role, he will continue to direct SRI investments and develop SRI education for all PCIA advisors and clients.

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Retrieved on: 
Monday, December 19, 2022
Banking, Professional Services, Finance, PCIA, Partnership, Registered investment adviser, Learning, Financial services

“PCIA has always held a vision of building a national brand by partnering with experts in their respective fields,” said Glenn Spencer, CEO of Prime Capital Investment Advisors.

Key Points: 
  • “PCIA has always held a vision of building a national brand by partnering with experts in their respective fields,” said Glenn Spencer, CEO of Prime Capital Investment Advisors.
  • Park Sutton Advisors, A Waller Helms Company, served as the exclusive financial advisor to Liberty Wealth Advisors on the transaction.
  • To learn more about Liberty Wealth Advisors, please visit: https://www.libertywealthadvisors.com/
    To learn more about Prime Capital Investment Advisors, please visit: https://pciawealth.com/
    Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand.
  • PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).