Great registered investment advisers Allworth Financial and Financial Focus Partners have hired leaders to help them continue to grow.
Allworth Financial, a registered caliph -based investment adviser, with over $ 26 billion in client assets, has hired Sara Baker as Executive Vice President of Unions and Buyes.
Baker joins after 15 years in the roles of asset management leadership, most recently as President of Triad asset partnersA RIA platform, and before that, Edelman Financial Engines and Mariner Wealth Advisors.
It will guide RIA's business development and purchase business in the newly created role.
“The firm's strong culture, strategic clarity and the disciplined growth approach make it a rare and exciting opportunity,” Baker said in a statement.
Separately, the RIA Focus Financial Partners aggregator announced that he had promoted Zinovy Iosovich in the chief of growth officer to promote organic growth.
Iosovich takes on the role as he was president and leading official of Colony Group's services, a RIA that was part of the Focus network, who re -raised this year, along with other “Center” firms, in the wealth of concentration partners. At that time, he became co-president.
New York -based financial focus said Iosovich's mandate would begin with increasing organic growth within the concentration partners asset, but will expand to work with other focus partner firms. He will work with the main operating officer Justin Ferri to make the growth strategies escalating in the RIA Focus network '.
The promotion came Immediately after Focus was notified Changes in his executive team of leadership, with Adam Breenbaum's internal promotions as president and hell as COO.
Appointments were a strategic action by CEO Michael Nathanson as he continues the transformation of the firm by a model of the holding enterprise into an integrated business platform, following the purchase of the firm 2023 by private capital owners Clayton, Dubilier & Rice and Stone Point Capital.