Page 41 - Investment Advisor November 2022

Executive Leadership

earlier home office to a new space. Reegan and Bryan IAA adds that it has partnered with We Handle Tech to
“successfully managed all of these disruptive transitions build a technology firm, We Handle Tech: 4 Advisors, to
smoothly with minimal client attrition and remarkable meet financial advisors’ needs in this area.
long-term results: 2021 was the firm’s most profitable
year since its founding,” the firm explained. Aaron Schumm
Aaron Schumm, founder and CEO of Vestwell,
Robert Russo leads the team that recently announced $70
Since founding Independent Advisor million of funding. The capital infusion has
Alliance in 2013, Robert Russo has success- allowed the firm to grow its workforce over
fully guided IAA from $100 million in assets 100%, and it is “on track to achieve three times the client
under supervision and seven advisors to $18 growth in 2022” from the prior fiscal period “for the second
billion in assets under supervision and 150 partner firms. In year in a row,” it says.
the last 12 months, the leadership of Independent Advisor The firm also acquired Sumday, a subsidiary of BNY
Alliance has restructured the firm, created and introduced Mellon that manages and administers 529 college savings,
an insurance division and an advisor-focused marketing 529A ABLE and Secure Choice/Auto-IRA state-sponsored
program, and recorded its most profitable quarter ever. savings programs, earlier this year. “This acquisition contin-
Creative Capital was launched to fill the marketing ues to drive Vestwell’s mission of bringing workplace savings
void experienced by many advisors; it assists advisors in to all,” it explained.
“finding their voice through branding, marketing strategy, As a result of the deal, Vestwell runs five state plans for
social media and website creation,” the firm says. residents in Oregon, Connecticut, Maryland, New Mexico and
Also, Sage Insurance Partners offers advisors “an insur- Colorado, and “is the top provider of 529 ABLE plans in the
ance partner to support life [insurance], long-term care, country,” the firm says.
disability, and annuity business opportunities with a dedi- It works with nearly 25,000 businesses overall, 1 million
cated and customized experience,” it explains. savers and $25 billion in assets.

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NOVEMBER 2022 INVESTMENT ADVISOR 39

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