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 structuring with intelligent investment management, we can deliver to our clients true wealth management,” remarked Todd Walters, Managing Member & Co-Founder. He further commented, “We are very fortunate to work with Ken, as he has a unique skill set and knowledge base to further-advance our firm, not only in our core services, but also in new directions through strategic partnerships and new offerings.”
Jarrett Bostwick, General Counsel & Co-Founder, commented “Ken brings an unparalleled knowledge base and perspective to the team that will be a huge value-add both to our partners in the marketplace and clients alike.”
Prior to joining Spearhead, Mr. Foley spent 17 years at Lombard International, holding many different responsibilities and roles during his tenure. Most recent, he held the position of Senior Vice President, where he oversaw broker distribution in the U.S. for the firm, and collaborated with high-end insurance professionals and advisors on the design and implementation of Private Placement Life Insurance and Annuity products for their high-net worth & family office clients.
Spearhead is a boutique financial services firm offering wealth management solutions and administrative services. It focuses on providing long-term value to clients on an after-income tax and estate tax basis by combining balance sheet risk management techniques together with investment strategies. Spearhead has offices in Florida and Massachusetts.
All Securities are offered through Spearhead Capital, LLC, Member FINRA/SIPC. Advisory Services are offered through Spearhead Capital Advisors, LLC. Consulting and Administration services are offered through Spearhead Innovative Solutions, LLC and its subsidiaries.