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 to focus on the needs of our clients,” remarked Todd Walters, Managing Member & Co-Founder. He further commented, “We are very excited to add the experience and enthusiasm Dallas and Roy bring to our team.”
Jarrett Bostwick, General Counsel & Co-Founder, commented “With the additions of Dallas and Roy, Spearhead continues to demonstrate our commitment to providing clients with well-rounded, sophisticated and personalized service. We are excited to have talented individuals such as Dallas and Roy joining our team.”
Prior to joining Spearhead, Mr. Kantoci was based in Dubai and Kuala Lumpur at IBU Labs where he directed the development of predictive data analytics for the cryptocurrency and foreign exchange markets. Previously, as the Sr. Manager of Operations at Scanabilities Ventures, Mr. Kantoci managed the daily operations and technological development for an electronics medical records provider. Having transitioned to the information technology industry, Mr. Kantoci served as COO of KanDar Enterprises, where he held several roles overseeing all business operations and maintaining Fortune 50 client relationships across the US. Mr. Kantoci began his career in the financial services industry as a Client Administration Specialist and Team Leader with U.S. Trust in Boston.
Prior to joining Spearhead, Mr. Love worked in a global shareholder services role at Goldman Sachs. In this role, Mr. Love assisted in conducting KYC/AML due diligence on individual and institutional accounts. Mr. Love previously worked for Deutsche Bank as a client service operator where his focus was on ensuring that all clients were compliant according to FATCA and Dodd-Frank. He earned his bachelor’s degree in Political Science from Murray State University and graduated in December 2013. Mr. Love has also earned the CFA Institute Investment Foundations certificate.
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.