DeVoe & Co., a consulting and investment banking firm focused on the wealth management sector, has appointed a new head of marketing.
With more than 20 years of experience in financial services marketing, communications, and business development, Jennifer Sransky will use her expertise to reinforce DeVoe & Co.'s position as a leading advisor in the wealth management industry.
A prominent driver and thought leader on growth in the wealth space, DeVoe & Co. distinguishes itself with goal-based investment banking and consulting services for investment advisors.
The firm has committed helping investment advisors realize their growth ambitions by enhancing its comprehensive consulting services, which include strategic advisory, valuation services, and mergers and acquisitions guidance.
"We’re thrilled to welcome Jennifer to the team," David DeVoe, the company’s namesake founder and CEO, said in a statement. "It’s an exciting time for DeVoe & Co. as we continue to expand and deepen our team of senior staff who bring extensive experience and understanding of the wealth management industry."
Before joining DeVoe, Sransky led the marketing efforts at Aduro Advisors, a prominent fund administration service provider to venture capital and private equity firms.
Her professional record also includes 21 years at Berkshire Global Advisors, where she helped devise and implement a marketing and communications strategy that improved the firm’s visibility and brand, enhanced digital engagement, and increased lead generation.
In her new role, Sransky will lead the marketing efforts and further the firm's mission to deliver exceptional results to its clients.
"I am honored to join DeVoe & Co. and contribute to its continued success,” she said.
The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC’s Aspire Holdings exited their investments.
The latest departures in Ohio mark another setback for the hybrid RIA, which is looking to "expanding its presence across all models and segments of the wealth management industry.”
The St. Louis-based real estate investment firm gives the asset management giant a valuable access point to the roughly $1 trillion net lease market.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.