Summit Wealth Adds Advisor Relations and Investment Executives

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Summit Wealth Group, a Colorado Springs-based registered concern advisor launched successful May aft leaving Commonwealth Financial Network, has hired a caller caput of advisor occurrence and main concern serviceman arsenic it continues to grow its enactment team.

Summit Wealth hired Seamus O’Brien from custodian SEI to pb what it calls advisor occurrence crossed the $2.5 billion, fee-only RIA. His relation volition see overseeing mergers and acquisitions, recruiting, partnerships and integrated maturation initiatives. 

O’Brien had been concern improvement manager for RIA acquisition astatine SEI since June 2022, a relation helium took aft much than 14 years astatine BNY Pershing. 

Randy Morris, CEO of Summit Wealth Group, said O’Brien’s acquisition moving with RIAs and custodians positions him good to enactment with caller and existing advisors.

“As we proceed to grow, it became wide we needed a dedicated person focused connected advisor occurrence crossed the afloat lifecycle, from recruitment and integration to semipermanent scale,” helium said. 

Summit Wealth besides hired Chelsea Ganey arsenic main concern officer. Ganey had been main strategy serviceman astatine Moran Wealth Management, a Naples, Fla.-based RIA with much than $5 cardinal successful assets nether management. 

She had been with the steadfast for implicit 11 years, moving connected projects that included shaping its concern level and incorporating alternate investments. She is besides a predominant talker astatine conferences connected portfolio construction, markets and concern strategies.

At Summit Wealth, Ganey volition pb portfolio management, trading and concern probe portion partnering with advisors. 

Morris said that “her acquisition gathering concern platforms astatine standard volition beryllium instrumental arsenic we pull advisors who stock our community-driven culture.”

Summit Wealth announced the caller executives soon aft hiring Scott Wilkinson from its erstwhile broker/dealer Commonwealth to beryllium RIA compliance lead. 

Summit Wealth and a squad of astir 25 advisors broke distant from Commonwealth successful May earlier LPL Financial acquired the autarkic broker/dealer. 

In June, it received a strategical number concern from Constellation Wealth Capital to enactment its maturation initiatives, including the summation of caller elder leadership.