Scott Poore Takes on CIO Role at Kingswood Wealth Advisors Amid Strategic Growth
Scott Poore has been appointed as the Chief Investment Officer of Kingswood Wealth Advisors, a prominent part of the Kingswood U.S. network, which collectively manages over $15 billion in client assets worldwide. His appointment reflects the firm's commitment to enhancing its advisory services and expanding its investment management capabilities. Known for his extensive expertise and over two decades of experience in the investment sector, Poore will lead the newly rebranded Kingswood Eudaimonia Asset Platform (KEAP) that offers advisors access to a suite of strategic and customized portfolios.
In his previous role as CIO at Eudaimonia Group, Poore successfully delivered financial planning and strategies to assist advisors in maximizing their client services. He has also held key positions in investment services at B. Riley Wealth Management, Wunderlich Securities, and Morgan Keegan prior to joining Eudaimonia in 2019. With a Bachelor of Arts degree in political science and history from the University of Tennessee and an MBA in finance from Christian Brothers University, Poore's educational credentials complement his rich industry experience.
Michael Nessim, the CEO, President, and Managing Partner of Kingswood U.S., praised Poore's track record in asset management and expressed confidence that his contributions will be invaluable for the firm's leadership team. Poore’s wealth of knowledge and insight will greatly benefit Kingswood's advisors, empowering them to better serve their clients.
Poore articulated his enthusiasm for his new role, especially following Kingswood's partnership with Eudaimonia last September. He emphasized the firm’s dedication to offering tailored investments and services that foster growth and success for both clients and advisors. His objective is to elevate the investment management tools available to advisors, thereby deepening their relationships with clients.
The Eudaimonia Asset Management division, which was founded in 2016, has now become a vital asset for all Kingswood advisors after the merger. The rebranding of the TAMP to KEAP signifies an expanded array of asset management offerings, providing advisors with access to 40 different portfolios designed to meet various investment needs according to asset allocation, risk tolerance, and client objectives.
John Goodson, Founder and President of Eudaimonia and now head of Kingswood's Nashville offices, remarked on the swift success following the partnership with Kingswood. The independent advisors within the Kingswood network can either utilize the KEAP for comprehensive management or seek tailored investment management support from Poore and his team. The integration of these resources presents a significant advantage in the competitive wealth management industry.
As part of a broader strategy for growth and client success, Kingswood U.S. continues to leverage its comprehensive resources for independent financial advisors, blending the advantages of a large financial services firm with the personalized treatment characteristic of a boutique operation. Poore’s elevated role within this structure aims to fortify the firm's position in the wealth management landscape, ensuring advisors are well-equipped to navigate client needs and market demands effectively.
In conclusion, Scott Poore's transition to Chief Investment Officer at Kingswood Wealth Advisors marks a significant step in the firm's strategic development, enhancing its investment management offerings and providing advisors with the necessary tools to excel in their practices. Under his leadership, Kingswood aims to further solidify its reputation as a client-focused firm dedicated to innovation and success in wealth management.
In his previous role as CIO at Eudaimonia Group, Poore successfully delivered financial planning and strategies to assist advisors in maximizing their client services. He has also held key positions in investment services at B. Riley Wealth Management, Wunderlich Securities, and Morgan Keegan prior to joining Eudaimonia in 2019. With a Bachelor of Arts degree in political science and history from the University of Tennessee and an MBA in finance from Christian Brothers University, Poore's educational credentials complement his rich industry experience.
Michael Nessim, the CEO, President, and Managing Partner of Kingswood U.S., praised Poore's track record in asset management and expressed confidence that his contributions will be invaluable for the firm's leadership team. Poore’s wealth of knowledge and insight will greatly benefit Kingswood's advisors, empowering them to better serve their clients.
Poore articulated his enthusiasm for his new role, especially following Kingswood's partnership with Eudaimonia last September. He emphasized the firm’s dedication to offering tailored investments and services that foster growth and success for both clients and advisors. His objective is to elevate the investment management tools available to advisors, thereby deepening their relationships with clients.
The Eudaimonia Asset Management division, which was founded in 2016, has now become a vital asset for all Kingswood advisors after the merger. The rebranding of the TAMP to KEAP signifies an expanded array of asset management offerings, providing advisors with access to 40 different portfolios designed to meet various investment needs according to asset allocation, risk tolerance, and client objectives.
John Goodson, Founder and President of Eudaimonia and now head of Kingswood's Nashville offices, remarked on the swift success following the partnership with Kingswood. The independent advisors within the Kingswood network can either utilize the KEAP for comprehensive management or seek tailored investment management support from Poore and his team. The integration of these resources presents a significant advantage in the competitive wealth management industry.
As part of a broader strategy for growth and client success, Kingswood U.S. continues to leverage its comprehensive resources for independent financial advisors, blending the advantages of a large financial services firm with the personalized treatment characteristic of a boutique operation. Poore’s elevated role within this structure aims to fortify the firm's position in the wealth management landscape, ensuring advisors are well-equipped to navigate client needs and market demands effectively.
In conclusion, Scott Poore's transition to Chief Investment Officer at Kingswood Wealth Advisors marks a significant step in the firm's strategic development, enhancing its investment management offerings and providing advisors with the necessary tools to excel in their practices. Under his leadership, Kingswood aims to further solidify its reputation as a client-focused firm dedicated to innovation and success in wealth management.
Topics Financial Services & Investing）
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