SAN DIEGO, Sept. 7, 2021 /PRNewswire/ -- Pure Financial Advisors ("Pure") announces the additions of Jason Carver and Dominic Knauf to the executive team as Managing Partners. Carver brings nearly a decade of industry experience to the firm, including roles at Carson Group and Focus Financial Partners. At Pure, he will be overseeing various strategy, operations, and finance-related functions, in addition to leading mergers & acquisitions (M&A) initiatives for the firm. Knauf has spent more than 20 years in the financial services industry, largely in roles centered on developing advisors, leading teams, and executing strategic growth plans. At Pure, he will focus on expanding the advisor team, opening new geographies, and furthering general corporate development initiatives.
"As our business has grown and evolved, we've recognized the need to bring in new talent to our team to help take us to the next level," said Joe Anderson, President of Pure Financial Advisors. "Dominic is an experienced leader and will help us attract and develop new advisors for our organization. Jason brings a breadth and depth of knowledge and experience in investing in, advising to, and working with wealth management firms that frankly very few people in the industry possess. We're excited to welcome them both aboard."
Carver has spent time in a variety of roles in the industry and has been a thought-leader and industry speaker on subjects such as succession planning and M&A. Most recently he served as Managing Director and Head of M&A at Carson Group, a $17 billion registered investment advisor (RIA) in Omaha, NE. In that role, he was tasked with building the M&A department and capabilities and was instrumental in developing their core acquisition, integration and corporate development functions.
Knauf has spent his career building world-class teams. In his most recent role, he served as Managing Partner at NorthRock Partners, a Minneapolis based RIA, and grew it from $700MM in AUM and 24 employees to $3.3BN in AUM and over 100 employees in less than five years. In doing so, he built their M&A strategy which resulted in several completed transactions, established a capital partner, and elevated their organic growth results. Prior to NorthRock Partners, Dominic spent time at Fortune 500 firms Ameriprise and Thrivent.
"Pure is a very attractive place to be an advisor," Knauf said. "Most advisors either lack the time or skillset to generate qualified opportunities and meet with prospects. The proven and consistent processes that delivers these opportunities to our advisors are a significant value add and something we can replicate in other markets. As word gets out, we expect to become the destination of choice for many advisors."
Carver added, "Pure has already been on an incredible trajectory. My goal is simply to further the mission and make Pure one of the top destinations for both talent and clients in the industry."
About Pure Financial Advisors
Founded in 2007, Pure Financial Advisors is a registered investment advisor offering independent, fee-only financial planning, education and investment advice to clients nationwide. Based in San Diego, CA, Pure Financial Advisors has offices throughout Southern California and as of March 2021 manages over $3.29 billion in client assets.
Pure Financial Advisors has been named to many industry awards and rankings over the years including Inc. Magazine's Best Places to Work for 2021, Financial Times Top 300 RIAs in the US for 2020, and Best Places to Work in San Diego list by San Diego Business Journal in 2020.
If you have any questions about these lists or other recent awards, please visit www.purefinancial.com.
Pure Financial Advisors, Inc.
866.876.PURE (7873)
info@purefinancial.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/pure-financial-advisors-adds-two-veterans-to-executive-team-301369423.html
SOURCE Pure Financial Advisors Inc
"pure" - Google News
September 07, 2021 at 07:00PM
https://ift.tt/3zTNhEG
Pure Financial Advisors Adds Two Veterans to Executive Team - Yahoo Finance
"pure" - Google News
https://ift.tt/3d6cIXO
https://ift.tt/35ryK4M
Bagikan Berita Ini
0 Response to "Pure Financial Advisors Adds Two Veterans to Executive Team - Yahoo Finance"
Post a Comment