Spearhead welcomes Brandon Avergon as an Associate Director within Spearhead’s Wealth Management division

Spearhead welcomes Brandon Avergon as an Associate Director within Spearhead’s Wealth Management division 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 Brandon Avergon has joined its team as Associate Director within Spearhead’s Wealth Management Division, effective May 2021. “Spearhead’s continued growth has allowed us to attract top talent, such as Brandon, to join our team,” remarked Todd Walters, Managing Partner & Co-Founder.  He further commented, “Brandon’s experience within the alternative and liquid markets investment world will help us to not … Continue reading

Spearhead welcomes Alyson Kest as Chief Compliance Officer and Deputy General Counsel

February 2, 2021 Spearhead welcomes Alyson Kest as Chief Compliance Officer and Deputy General Counsel 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 Alyson Kest has joined its team as Chief Compliance Officer and Deputy General Counsel, effective January 2021. “Spearhead’s continued growth has allowed us to attract top talent, such as Alyson, from the wealth advisory and compliance space,” remarked Todd Walters, Managing Partner & Co-Founder.  He further commented, “Alyson’s shared experiences working with a variety of firms – … Continue reading

Spearhead welcomes Sagar Dalal as Managing Director, Advanced Wealth Planning

November 11, 2020 Spearhead welcomes Sagar Dalal as Managing Director, Advanced Wealth Planning 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 Sagar Dalal has joined its team as Managing Director, Advanced Wealth Planning, effective November 2020. “The addition of Sagar to our team further demonstrates Spearhead’s ongoing dedication to designing and implementing advanced wealth planning strategies and techniques for our clients,” remarked Todd Walters, Managing Partner & Co-Founder. He further commented, “We are very excited to have Sagar working with … Continue reading

Spearhead welcomes Teresa Armel as a Director within Spearhead’s Wealth Management team

Spearhead welcomes Teresa Armel as a Director within Spearhead’s Wealth Management 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 Teresa Armel has joined its team as Director of Wealth Management. Mrs. Armel joined in February 2020 and will be expanding Spearhead’s footprint in the Southwest and Western regions of the USA. “The addition of Teresa to our Wealth Management team further demonstrates Spearhead’s ongoing dedication to a client-first approach to wealth management,” remarked Todd Walters, Managing Partner & Co-Founder.  … Continue reading

Spearhead opens new Charlestown, MA office and welcomes James Hickey, Corey McLaren, Steve Smith, and Jake Glovin to launch Spearhead’s Alternative Strategies Life Settlements Division

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 the opening of its new Charlestown, MA office location. The office will be led by James Hickey, who will serve as Spearhead’s Managing Director of Alternative Asset Management Strategies, as well as Head Portfolio Manager for Spearhead’s Life Settlements division. “The opening of our new Charlestown, MA office is another example of Spearhead’s continued dedication to offering new and unique opportunities and services to our clients and investors,” remarked Todd Walters, Managing Member … Continue reading

Putnam Kling and Dr. Christian Kling join Spearhead as Director of Wealth Management, ESG Specialist and Senior Advisor, ESG Specialist, respectively

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 Putnam Kling and Dr. Christian Kling have joined Spearhead’s team as Director of Wealth Management, ESG Specialist, and Senior Advisor, ESG Specialist, respectively, effective July 2019. “Spearhead has committed itself to expanding its South Florida footprint and we believe that talented and committed individuals, such as Putnam and Christian, will play key roles in that growth,” remarked Todd Walters, Managing Member & Co-Founder.  He further commented, “Putnam and Christian bring credentialed backgrounds … Continue reading

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 as Associate Director 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 has joined its team as Associate Director of Investment Services. Mr. Kantoci 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 addition of Dallas will provide further depth to our team and allow us to continue to focus on the needs of our clients,” … 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