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 of Spearhead’s Advanced Wealth Planning service model, including balance sheet and cash flow reporting for the firm’s ultra-high net worth and family office clients. This responsibility will be coupled with Tim having operational oversight of the firm and its Turn-key Asset Management Solutions (i.e., Spearhead’s insurance dedicated funds structure, funds-of-one structure and managed accounts).
Troutman previously served as Senior Vice President for Tiedemann Wealth, helping to establish the firm’s Palm Beach office while overseeing Family Office operations. Troutman is a graduate of the Kings College, with a Masters of Management from Penn State University.
The announcement is part of a series of positive recent developments for Spearhead. “Beginning with the launch of our multi-series insurance dedicated funds structure in August of 2014 and our Advanced Wealth Planning initiative in 2015, our number one goal has been to generate better outcomes for our clients through the use of unique investment structures, ultimately driving greater efficiency to their overall balance sheets,” says Jarrett Bostwick, General Counsel & Co-Founder of Spearhead.
CEO & Co-Founder, Todd Walters, adds: “We are thrilled to have someone of Tim’s experience and background to help grow our operations and financial reporting capabilities. His unique skill set and background in the wealth management space will help us to provide market-leading solutions for both our clients as well as the advisors we work with.”
Spearhead is a boutique financial services firm exclusively focused on providing customized solutions for ultra-high net worth investors, family offices, and asset management firms. The firm strives to provide 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.
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.