#United States #Las Vegas #Rareview Capital #Erika Wilson #Barry Wheeles

Rareview Capital Strengthens Leadership Team to Amplify Market Growth

In a significant move aimed at bolstering its strategic initiatives and expanding market opportunities, Rareview Capital has appointed Erika Wilson and Barry C. Wheeles as Co-Heads of Market Growth and Strategic Alliances. This decision comes amid continued growth for the firm, which is an SEC-registered investment adviser and ETF sponsor based in Las Vegas, Nevada.

Both appointees bring a wealth of experience and a strategic mindset to Rareview Capital. Wilson, holding an MSFP, has a record of over 15 years in leading growth strategies within the financial services sector. Notably, she previously served as Chief Marketing Officer at Sound Income Group, where she spearheaded initiatives that aligned strategic vision with operational execution. Her diverse background includes significant roles at Comcast and Tribune Publishing, making her a well-rounded asset in marketing innovation. Wilson's accolades include being named one of Wealth Solutions Report's Top 10 Wealth Management CMOs and receiving the esteemed Pathfinder Award for her leadership.

On the other hand, Wheeles, who holds an MBA, brings more than 30 years of extensive experience in financial services. His career spans vital positions at esteemed firms such as Zacks Investment Management, LPL Financial, Morgan Stanley, and Ameriprise Financial. He has a proven track record in advisor distribution, business development, and growth leadership, having managed large-scale initiatives representing over $15 billion in assets under management. His strategic insight into advisor recruiting and territory expansion is expected to greatly benefit Rareview’s ambitious growth goals.

The duo is also recognized as the co-creators of the SMARTKETING Framework™, a strategic growth methodology designed to integrate marketing, sales, and relationship development. This framework emphasizes that sustainable growth is cultivated through strategic alignment and robust operational practices.

Neil Azous, Founder and Chief Investment Officer of Rareview Capital, expressed his confidence in the new appointments, stating, "The Firm has significant momentum. Attracting strong leadership is essential to maintaining it. Erika and Barry bring complementary experience and perspectives that strengthen our ability to execute on the opportunities ahead." This leadership change is seen as a proactive step to ensure that Rareview capitalizes on evolving market conditions and continues to enhance its ETF offerings and wealth management services.

In their new roles, Wilson and Wheeles are set to lead efforts focused on cultivating strategic partnerships and enhancing engagement with financial advisors, all aimed at fortifying Rareview Capital's market presence. They expressed enthusiasm for their new positions, stating, "The investment landscape continues to evolve, creating new opportunities across the industry. We are excited to help strengthen Rareview Capital's market presence and contribute to initiatives that create meaningful long-term value and growth."

This strategic evolution within Rareview Capital signifies not just an adaptation to current market trends but a forward-thinking approach to investment management, ensuring the firm remains competitive and aligned with its long-term objectives. Stakeholders and clients alike will be keenly awaiting the outcomes of these leadership changes, which are designed to foster a collaborative environment focused on growth and innovation.

As Rareview Capital continues to set its sights on the future, the combined expertise of Wilson and Wheeles is expected to play a crucial role in navigating the complexities of the investment landscape and unlocking new avenues for advancement in the years to come.