Goldman Sachs Personal Financial Management

Concurrent Marks One-Year Anniversary of its Transition to Hybrid, Multi-Custodial RIA Framework With Schwab Partnership and More Than $1B in New Assets

Retrieved on: 
Wednesday, October 18, 2023
Banking, Asset Management, Professional Services, Finance, Goldman Sachs Personal Financial Management, RIA, AUM, Wealth management, Growth, Concurrency, Fidelity, Bruise, LPL Financial, Financial adviser, Construction

After a year of difficult work, Concurrent has delivered on its promises to its advisors and their clients.

Key Points: 
  • After a year of difficult work, Concurrent has delivered on its promises to its advisors and their clients.
  • Since its relaunch earlier this year , Concurrent has expanded its platform to integrate the custodial solutions of Schwab Advisor Services.
  • Concurrent welcomed a wave of new advisor teams and recruits for existing Concurrent offices, collectively representing more than $1 billion in assets under management (AUM).
  • But the new momentum and success our teams have already earned has validated the effort we put into making the best version of Concurrent yet.

SageView Enhances Wealth Management Leadership Team To Support Growth

Retrieved on: 
Thursday, October 19, 2023
Goldman Sachs, Central Florida, Uniform Investment Adviser Law Exam, Strategic planning, RIA, Assistant, Economics, History, Latham, Latham & Watkins, St. Olaf College, Wealth management, Corporation, UCLA School of Law, Goldman Sachs Personal Financial Management, MBA, Quinnipiac University, Senior, Cosgriff, University, LLP, Yum! Brands, Marketing, Employment, Retirement, UCLA, Capital, Management

NEWPORT BEACH, Calif., Oct. 19, 2023 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced it hired next-generation leaders Matt Cosgriff as Senior Vice President, Head of Wealth Management Advisory Services, and Sophie Benander as Vice President of Wealth Management Client Experience.

Key Points: 
  • Cosgriff joins SageView from BerganKDV, where he served as Director of Wealth Management, responsible for growing and managing the wealth management division, and also was a senior wealth and retirement plan advisor.
  • "Joining SageView allows me to marry my experience within the retirement and wealth management segments to support the firm's focus on becoming a leading provider of advisory services at the intersection of wealth management and retirement planning," Cosgriff said.
  • "With the support of John and the entire executive team, I'm thrilled to work with this exemplary group of wealth management professionals delivering results for our clients."
  • Prior to joining SageView in 2023, Pfeiffer served as Vice President and Senior Legal Director at Goldman Sachs, supporting the high-net-worth wealth management business.

Modern Wealth Management Appoints Shad Besikof, Danny Henneghan, Casey Harrison to Partnership Development Team

Retrieved on: 
Wednesday, August 23, 2023
Personal Finance, Finance, Consulting, Professional Services, Asset Management, Partnership, Focus Financial Partners, Goldman Sachs Personal Financial Management, Head, RIA, Harrison, Associate, Documentation, Acquisition, Corporation, Directorate of Investment and Company Administration, Mergers and acquisitions, Growth, RIAS, First Republic Bank, Corporate development, Financial adviser, Investment

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced new additions to its team.

Key Points: 
  • Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced new additions to its team.
  • Joining the ranks are Shad Besikof as managing director, Danny Henneghan as vice president and Casey Harrison as manager.
  • Prior to joining Modern Wealth, Besikof was Head of Mergers and Acquisitions (M&A) and Corporate Development at Exencial Wealth Advisors, where he led the firm’s acquisition and business development strategies.
  • Based in Laguna Beach, California, Besikof will utilize his 25-year experience in M&A, sales and wealth management to lead Modern Wealth’s Partnership Development team, identifying and onboarding RIA firms located within the Western Region.

Award-Winning FiComm Partners Attracts Top Talent, Welcomes Mary Kate Gulick as New Executive Vice President

Retrieved on: 
Monday, August 21, 2023
IBM, American Marketing Association, Education, Marketing, XY, RIA, Kate, Wedbush Securities, Goldman Sachs, Adviser, Nature, Growth, Entrepreneurship, Management, Nursing, Goldman Sachs Personal Financial Management, Amazon

IRVINE, Calif., Aug. 21, 2023 /PRNewswire/ -- FiComm Partners (FiComm), a leading growth marketing firm specializing in wealth management and financial services, announced today the appointment of Mary Kate Gulick as its new Executive Vice President of Marketing.

Key Points: 
  • IRVINE, Calif., Aug. 21, 2023 /PRNewswire/ -- FiComm Partners (FiComm), a leading growth marketing firm specializing in wealth management and financial services, announced today the appointment of Mary Kate Gulick as its new Executive Vice President of Marketing.
  • Mary Kate brings more than 15 years of experience in financial marketing and communications to FiComm.
  • Earlier in her career, she served as an award-winning brand strategist and creative director at agencies focused on financial services.
  • The team has a stellar reputation for creating real growth and results for clients," said Mary Kate Gulick.

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Retrieved on: 
Wednesday, April 5, 2023
Banking, Asset Management, Professional Services, Finance, Partnership, Financial services, Head, RIA, Goldman Sachs, AUM, CFPS, Growth, RIAS, Rest, CFA Council of India, Financial adviser, Goldman Sachs Personal Financial Management

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, is pleased to announce its launch with an investment from funds managed by Crestview Partners (“Crestview”), a leading private equity firm with significant experience investing in financial services businesses.

Key Points: 
  • Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, is pleased to announce its launch with an investment from funds managed by Crestview Partners (“Crestview”), a leading private equity firm with significant experience investing in financial services businesses.
  • Modern Wealth plans to take a “full team” approach to delivering comprehensive financial advice.
  • The firm’s specialized service model draws upon its leadership team’s formidable experience spent building United Capital’s national footprint and supporting hundreds of advisors.
  • That’s due in part to Modern Wealth’s approaches to lead and prospect management, organic growth programs, client services and the delivery of personalized advice.

Matt Brinker Joins Absolute Engagement’s Advisory Board

Retrieved on: 
Tuesday, March 7, 2023
Professional Services, Technology, Finance, Software, Fintech, Asset Management, Head, Growth, Engagement, Goldman Sachs Personal Financial Management, Advisory board, Financial adviser

Absolute Engagement , an engagement technology firm transforming how advisors engage with prospects and clients, today announced Matt Brinker has joined its Advisory Board.

Key Points: 
  • Absolute Engagement , an engagement technology firm transforming how advisors engage with prospects and clients, today announced Matt Brinker has joined its Advisory Board.
  • Brinker is the newest addition to the firm’s advisory board, which also includes industry experts Brian Portnoy, Craig Iskowitz, David Patchen, Martine Lellis and Megan Carpenter.
  • Brinker brings more than 25 years of wealth management industry experience to his advisor role at Absolute Engagement.
  • “As an active board member for various growth-stage fintech firms, he brings significant depth of insight.

Cary Carbonaro, CFP® Joins ACM Wealth

Retrieved on: 
Thursday, January 26, 2023
Long Island University, Head, Goldman Sachs, Certified Financial Planner, News, Fear, Business administration, Yoga, Face, ACM, Master of Business Administration, Goldman Sachs Personal Financial Management, Senior, Management, Creative industries, Investopedia, Woman

RIDGEWOOD, N.J., Jan. 26, 2023 /PRNewswire/ -- ACM Wealth Services is pleased to announce that Cary Carbonaro, CFP® has joined the firm as a Senior Vice President, Director of Women and Wealth.

Key Points: 
  • RIDGEWOOD, N.J., Jan. 26, 2023 /PRNewswire/ -- ACM Wealth Services is pleased to announce that Cary Carbonaro, CFP® has joined the firm as a Senior Vice President, Director of Women and Wealth.
  • "We are thrilled to add Cary Carbonaro to the ACM Wealth team," said Kevin G. Kern, Partner, Direct Wealth Services, at ACM Wealth.
  • With ACM Wealth, Cary will provide objective, impartial, and comprehensive Private Wealth Management Services, skillfully guiding her clients through their financial ups and downs.
  • She will also spearhead the establishment of the Women and Wealth division of ACM Wealth, which aims to provide women and families strategic financial planning guidance and wealth management support to help them live the lives they want.

Lumiant Expands U.S. Sales Team on Heels of Ric Edelman and Savant Investment

Retrieved on: 
Wednesday, November 2, 2022
Software, Networks, Internet, Finance, Consulting, Data Management, Professional Services, Technology, Customer success, Growth, Life, Partnership, Region, Arti (Hinduism), Goldman Sachs Personal Financial Management, Envestnet, Allscripts, Financial adviser, Sales, Risk management

After launching in the United States in May , Lumiant quickly announced significant funding from strategic investor Savant Wealth Management and renowned financial advisor Ric Edelman .

Key Points: 
  • After launching in the United States in May , Lumiant quickly announced significant funding from strategic investor Savant Wealth Management and renowned financial advisor Ric Edelman .
  • This funding, coupled with a growing U.S. sales team, will set the pace for rapid growth.
  • Through its strategic partnership with Savant, Lumiant is already serving more than 100 advisors across the country, with more being added each month.
  • Advisors who use Lumiant have experienced more engaged and committed clients, increased referrals, and improved revenue and retention.

SageView Advisory Group Appoints Former Goldman Managing Director Jorge Bernal As Chief Operating Officer

Retrieved on: 
Thursday, July 14, 2022
TD Ameritrade, Goldman Sachs, JPMorgan Chase, Advisor Group, Benchmarking, Retirement, High Point University, Sale, TD, AUA, LLC, Leadership, Goldman Sachs Personal Financial Management, Solution, RIA, Deluxe Corporation, LPL, Plan, Human resources, Intersection, Investment, Organization, Manufacturing Advisory Service, National Aviation Intelligence Integration Office, Partnership, Wealth management, AUM, Customer service, Personal financial management, Capital, Founder, LPL Financial, International Management Institute, New Delhi, American Risk and Insurance Association, Business administration, FINRA, Head, Growth, Licensure, Fidelity Investments, Efficiency, Citibank, Pension, American Express, Financial adviser, Management, Fidelity

NEWPORT BEACH, Calif., July 14, 2022 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced today it appointed Jorge Bernal as Chief Operating Officer as part of the fast-growing firm's plan for accelerating its growth as a provider of comprehensive wealth management solutions for individuals and families across the country.

Key Points: 
  • Prior to Goldman Sachs, Bernal was Chief Operating Officer for United Capital Financial Advisors and played a key role in its sale to Goldman Sachs.
  • In 2021, SageView hired Tony Notermann of Advisor Group as Chief Financial Officer and Jeremy Holly of LPL Financial as Chief Development and Integration Officer.
  • SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989.
  • No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.

Alaris Acquisitions Accelerates Expansion with Two New Company Hires

Retrieved on: 
Tuesday, June 14, 2022
Consulting, Professional Services, Finance, Goldman Sachs, Risk management, Ball, Insurance, Wind, LLC, Mergers and acquisitions, Chartered, CEO, Partnership, Growth, Acquisition, Negotiation, Ball State University, Retail, Goldman Sachs Personal Financial Management, Alaris

Alaris Acquisitions, LLC ("Alaris"), a team of merger-and-acquisition experts led by Allen Darby that works with a select group of wealth management firms by sourcing, negotiating, and closing new acquisition opportunities, announced today the expansion of its M&A team with two new company hires.

Key Points: 
  • Alaris Acquisitions, LLC ("Alaris"), a team of merger-and-acquisition experts led by Allen Darby that works with a select group of wealth management firms by sourcing, negotiating, and closing new acquisition opportunities, announced today the expansion of its M&A team with two new company hires.
  • Bethany Muensterman, CFA and Rick Muzik arrive during a fast-growth phase as the company accelerates expansion to meet intense demand during this next wave of market-moving deals.
  • Alaris Acquisitions is on pace for its busiest year to date since the merger and acquisitions firm launched in September 2019.
  • Allen Darby, CEO of Alaris Acquisitions categorized the announcement as a pivotal moment for the company.