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Journey Strategic Wealth Adds Damian Lo Basso As Partner Damian Lo Basso, formerly of CFO Solutions and Dynasty Financial Partners, will be the fourth partner of Journey Strategic Wealth, launched earlier this year. Damian Lo Basso, the former founder and CEO of Compass CFO Solutions, has joined Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, as managing partner. Lo Basso joins three other managing partners at the firm, which include former Dynasty Financial Partners executives Michael Brown and Brian Flynn, as well as practice management coach Penny Phillips, founder of Thrivos Consulting. As of the end of the first quarter, Lo Basso sold his stake in Compass CFO Solutions, an outsourced accounting, bookkeeping and strategy firm that services financial advisors exclusively, to his partner Matt Hayon. ....
This Week in Wealth Management M&A The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021. According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue? While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regional broker/dealer Stephens. Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets. ....
New RIA firm Journey Strategic Wealth adds financial advisor Kristin Bartlow financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
Journey Strategic Wealth Adds First Tuck-in Team San Francisco-based advisor Kristin Bartlow and her team bring $180 million in client assets to Journey Strategic Wealth, a new spin on the aggregator model, from Northwestern Mutual. Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, has recruited its first tuck-in, adding financial advisor Kristin Bartlow and her team, which brings $180 million in client assets, from Northwestern Mutual. Journey was founded in January by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, founder of Thrivos Consulting. The addition of Bartlow’s team brings its assets under management to about $2.7 billion. ....
Journey Strategic Wealth Opens San Francisco Office, Brings on $180M Advisory Team Led by Kristin Bartlow streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.