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 only better-serve our existing clients, but also enable us to expand our outreach in the marketplace.”

Jarrett Bostwick, Partner, General Counsel and Co-Founder, commented, “Brandon joins the team having developed a diverse set of experiences from within the financial services space. We look forward to having someone with Brandon’s enthusiasm and depth of knowledge joining our team.”

Based out of Spearhead’s expanding New England office, Mr. Avergon will focus on all aspects of Spearhead’s ultra-high net worth families’ and family offices’ wealth management and risk management needs.

Prior to joining Spearhead, Mr. Avergon was an Assistant Vice President for Brookwood Securities Partners. His role focused on client relations and administration. Additionally, he was active in identifying and engaging potential candidates to participate in Brookwood’s investment offerings.

Prior to Brookwood, Mr. Avergon was a Relationship Manager at BHA, an alternative investment firm and distributor of alternative investment products, where he raised both private and institutional capital and performed quantitative and qualitative due diligence on hedge funds and private equity funds.

Mr. Avergon is a graduate of the University of Massachusetts at Amherst.  He holds Series 7 and 66 registrations and is a Chartered Alternative Investment Analyst (CAIA).

 

About Spearhead

Spearhead is a privately held financial services firm exclusively focused on providing premier wealth management and administration solutions to ultra-high net worth investors, family offices, and private placement markets.  The firm strives to provide long-term value to clients on an after income and estate tax basis by combining balance sheet risk management techniques 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.

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