#USA #Financial Services #Beachwood #OneSeven #Advisor Advocate

OneSeven Expands Executive Leadership to Drive Strategic Growth

OneSeven, a rapidly expanding national registered investment advisor based in Beachwood, Ohio, has made significant strides in its leadership structure. As the firm experiences a remarkable increase in assets, growing from approximately $3.5 billion to over $8.6 billion in just a year, the necessity for a robust executive guidance has become paramount. In a move aimed at enhancing the advisor experience and fostering growth, OneSeven has announced the appointment of three pivotal executives: Brian Bunker as Advisor Advocate, Betsey Saffar as Chief Financial Officer, and John Carey as Chief Compliance Officer.

Strengthening Advisor Relationships

In the newly established position of Advisor Advocate, Brian Bunker will serve as a crucial liaison between OneSeven’s leadership and its network of partners. His responsibilities will include engaging closely with advisor teams throughout their journey—from onboarding to ongoing growth—collecting and implementing feedback to ensure the delivery of value-added resources. Brian's extensive experience in practice management and consulting will be instrumental in helping these firms optimize operations and develop strategies for growth. His focus will extend to areas like client acquisition and business development, aiming to enhance both advisor performance and client satisfaction.

Financial Stewardship with Betsey Saffar

As the new Chief Financial Officer, Betsey Saffar brings invaluable expertise in building financial infrastructure for fast-paced organizations. Her primary role will involve shaping the financial strategy and ensuring effective capital planning aligns with OneSeven's growth trajectory. Betsey’s oversight will guarantee that financial discipline is maintained as the firm invests in people, technology, and services. Her leadership is expected to instill confidence in advisors, ensuring they have the support needed to flourish in their respective markets.

Compliance in a Rapidly Evolving Landscape

With the appointment of John Carey as Chief Compliance Officer, OneSeven reinforces its commitment to creating an advisor-friendly compliance framework. John will manage the firm's compliance initiatives, future-proofing partnership firms by ensuring adherence to policies and regulatory standards. His focus on technology adoption, particularly AI tools, guarantees advisors can integrate new technologies without compromising compliance standards.

A Vision for the Future

Rick Gross, President of OneSeven, emphasizes that these leadership additions are not merely reactive to growth but part of a comprehensive strategy to invest in the firm's future. By prioritizing experienced executives who can elevate support for partner firms, OneSeven aims to provide independent financial professionals with the autonomy they seek, paired with institutional-quality assistance. This strategic vision not only caters to the firm’s growth but significantly enhances the overall experience of clients served by its advisors.

In conclusion, as OneSeven continues to expand, these new roles are crucial for its evolution. By building a leadership team focused on the success of advisors, the firm is setting the stage for sustainable growth, reinforcing its dedication to delivering an exceptional experience for both advisors and their clients. Learn more about OneSeven and its offerings at www.onesevenadvisor.com.