Category Archives: Press

Chris Fineburg joins Spearhead as Managing Director, Strategic Relationships

WELLINGTON, FL – Spearhead, a premier wealth management and administration solutions provider to ultra-high net worth investors, family offices, and private placement markets, is pleased to announce that in May 2019 Chris Fineburg joined Spearhead’s team as Managing Director, Strategic Relationships. “Spearhead’s continued growth has allowed us to attract top talent, such as Chris, in the Wealth Management space. We believe that Chris’s deep relationships and knowledge will prove to be a vital asset to Spearhead’s clients,” remarked Todd Walters, Managing Member & Co-Founder.  He further commented, “We are very fortunate to work with Chris, as he has a unique … Continue reading

Spearhead welcomes Dallas Kantoci and Roy Love as Associate Directors within Spearhead’s Investment Services team

WELLINGTON, FL – Spearhead, a premier wealth management and administration solutions provider to ultra-high net worth investors, family offices, and private placement markets, is pleased to announce that Dallas Kantoci and Roy Love have joined its team as Associate Directors of Investment Services. Both Mr. Kantoci and Mr. Love joined in April 2019 and will be working out of Spearhead’s principal offices in Wellington, Florida. “As Spearhead continues to grow, we will seek out top-talent to best service our clients. We believe that the additions of Dallas and Roy will provide further depth to our team and allow us to … Continue reading

Spearhead Announces Opening of New England Office

BEVERLY, MA – Spearhead, a premier wealth management and administration solutions provider for ultra-high net worth investors, family offices, and private placement markets is pleased to announce further expansion via its new office location at The Cummings Center in Beverly, MA. “We are very excited to expand our presence in the Boston area, which reflects our commitment to servicing the needs of ultra-high net worth and family office clientele across the greater New England region,” comments Spearhead’s Managing Member & Co-Founder, Todd Walters. Spearhead’s New England office is led by Chris Shepherd, a wealth management veteran who joined Spearhead in … Continue reading

Ken Foley joins Spearhead as Managing Director of Wealth Management & Strategic Partnerships

WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra-high net worth investors, family offices, and asset management firms, is pleased to announce that Ken Foley will be joining its team as Managing Director of Wealth Management and Strategic Partnerships in January 2019. “As we continue to grow, we remain committed to expanding our footprint in and the delivery of Wealth Management and Private Placement Insurance Product solutions. We achieve this by partnering with asset managers and insurance professionals to effectuate better outcomes for their clients. Put simply, we believe that by combining sophisticated tax-compliant … Continue reading

Spearhead Hires Christopher A. Shepherd as Managing Director of Wealth Management

WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms, is pleased to announce that Chris Shepherd has joined its team of professionals as Managing Director of Wealth Management. Prior to joining Spearhead, Mr. Shepherd served as the Managing Director of The Private Wealth Practice at Shepherd Kaplan, LLC, a corporate and private wealth management firm.  During his tenure at Shepherd Kaplan, Mr. Shepherd was instrumental in building the national footprint of the Private Practice focused on high net worth individuals and family offices. … Continue reading

Spearhead Hires Corey Tiller as Portfolio Manager of Liquid Market Strategies

WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms, is pleased to announce that Corey Tiller joined the team as a Portfolio Manager of Liquid Market Strategies effective August 1, 2017.  Corey will be reporting to Scott Sandstrom, Partner and Managing Director of Liquid Market Strategies. Prior to joining Spearhead, Corey served as a global equity analyst and institutional portfolio manager for Northern Trust.   The multi-billion dollar fund family operated in both the high net worth individual and institutional investor spaces on platforms … Continue reading

Spearhead Names Tim Troutman Chief Operating Officer

Former VP at Tiedemann Wealth to be based out of firm’s Wellington, FL office WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra-high net worth investors, family offices, and asset management firms, is pleased to announce that Tim Troutman has been named Chief Operating Officer effective May 1, 2016. Troutman, a financial services veteran with more than 25 years of wealth and investment management experience, previously held leadership roles at firms including Tiedemann Wealth Management, Hill International, and JP Morgan Private Bank. As Chief Operating Officer at Spearhead, Troutman will oversee significant aspects … Continue reading