Voya expands its distribution team
Voya’s heritage solutions the company recently promoted Ben Moy as Vice President, Director of Consultant Relations.
In his new role, Moy is responsible for developing and leading strategic relationships with some of Voya’s most important channel partners serving the wealth management solutions industry. He will also continue to grow and maintain his business with key national and regional consultants across all market segments of Voya’s wealth management solutions.
Most recently, Moy served as Business Development Manager of Strategic Growth, where he focused on leading the sales support team supporting all Wealth Management Solutions markets, including RFP and business development teams.
Moy began her new role at Voya on November 1 and reports directly to Lori Commerford, Vice President and Head of Channel Relations. He is based in Sutton, Massachusetts, in a hybrid role from Voya’s office in Braintree, Massachusetts. He holds a Bachelor of Science in Business Administration from Boston University’s Questrom School of Management, as well as FINRA Series 6 and Series 26 licenses.
Ryan Financial Group joins the Commonwealth
Commonwealth Financial Networka national company dedicated to providing financial advisors with holistic and integrated business solutions, announced the addition of the Minnesota-based company Ryan Financial Group to its network of financial advisors. Formerly of Lincoln Financial Group, Chairman Jack Ryan, Advisors John Ryan, Greg Stalsberg, Tony Wilson and Ryan Wahlund, and their support staff, bring in nearly $750 million in client assets.
As an independent, employee-owned financial advisory firm, Ryan Financial Group serves the individual needs of clients in an underserved market segment that often gets a one-size-fits-all solution. Focusing on private wealth management and pension advice, the team’s institutional-caliber knowledge and experience allow them to combine their significant expertise with a personalized approach that presents complex ideas in a way that investors can understand. clients. This accessibility, along with their strong ties to the community, has allowed the business to grow organically: nearly all new clients are referrals from existing clients or centers of influence.
DigitalOcean appoints its Chief Financial Officer
Digital Ocean Holdings, Inc.a cloud for developers, startups and small and medium enterprises, announced the appointment of Matt Steinfort as Chief Financial Officerfrom January 2023.
Steinfort joins DigitalOcean from Zayo Group Holdings, a global communications infrastructure platform with $2.6 billion in revenue in 2019, its final year as a public company. Steinfort served as Chief Financial Officer and oversaw all financial operations, strategy, and mergers and acquisitions beginning in 2017. Prior to joining Zayo, Steinfort founded Envysion, a video intelligence software company as a service, where he also served as Chairman and CEO. . He has also held senior positions at ICG Communications, Level 3 Communications, Bain & Company and Cambridge Technology Partners.
Current chief financial officer Bill Sorenson announced his retirement in August. Sorenson, who joined the company with CEO Yancey Spruill in 2019 and led the company through its successful IPO in March 2021, will remain on the DigitalOcean team as an executive advisor until the summer. 2023 to ensure a smooth and seamless transition.
Ritholtz Wealth Management appoints its chairman
Ritholtz Wealth Management LLCa registered investment adviser with $2.8 billion in assets under management, announced the hiring of Jay Tini as President. In the newly created role, Tini will support the entire company and founding partners, including Josh Brown, CEO; Barry Ritholtz, President and Chief Investment Officer; Kris Venne, managing partner; and Michael Batnick, Managing Partner.
A former divisional sales manager at Vanguard, Tini will join RWM in January 2023. At Vanguard, Tini was a vital part of the leadership team that oversaw the company’s RIA activities. He brings more than 20 years of RIA and asset management experience to his new role, having served as a director of global asset management firm AllianceBernstein.
Tini holds an MBA from Drexel University’s LeBow College of Business and a BS in Finance from Boston College. At RWM, he will be responsible for the day-to-day management of the company’s operations, providing the founding partners with the opportunity to offer market commentary, analysis, insights, financial advice and investment management.
Heffernan Financial Services acquires Osland Financial Group
Heffernan Financial Services announced the acquisition of Osland Financial Group, located in Scottsdale, Arizona. Michael Osland and his team of four employees joined Heffernan Financial Services effective November 1. The Osland office is Heffernan’s second office in Arizona and 19th in the United States.
Michael Osland has 35 years of experience in the financial services industry and founded Osland Financial Group in 1996. Osland specializes in a wide range of financial products and services for individuals and business owners, including managing wealth, retirement strategies, insurance and annuity products.
Modera Wealth Management Announces Additions of Stonebridge, Bernhardt
Modera Wealth Management, LLCa comprehensive fee-based financial planning company, announced its expansion into Virginia in November 2022 through a transaction with Bernhardt Wealth Management.
The entire Bernhardt team – Gordon Bernhardt, Tim Koehl and Solon Vlasto – joined Modera, each as a director and wealth manager.
Bernhardt Wealth Management was established in 1994 to provide a high quality service based on the principle of fiduciary protection. Since then, the McLean, Va. office has been helping individuals, families and business owners across the country make informed decisions about their money so they can focus on what matters most to them. .
Modera also announced the addition of Jennifer Murray, Founder of Stonebridge Financial Advisors, LLC to her team of advisors.
Murray founded Stonebridge Financial Advisors in 2004 after the death of her husband. Since then, she has drawn on her own life experience to help provide clients with caring financial advice and guidance, with a particular dedication to helping other widowed or recently divorced women overcome these challenges. Prior to starting his own company, Murray spent two decades in the financial services industry serving high net worth individuals and families.