Gavin Spitzner, the president of Wealth Consulting Partners, has died.
Using his Twitter account, Spitzner’s family announced he passed away Monday after battling with acute myeloid leukemia, which he was diagnosed with in September. Spitzner was 57 years old.
“He had many adventures and had the good fortune to get to see his three kids grow into generous, thoughtful, compassionate young adults,” his family posted from this Twitter account. “He was thrilled to see how he had passed on his love of music, humor, puzzles, hiking, photography, travel, sports and so much more.”
Spitzner was well-known in the wealth management and fintech industry. After 25 years in the industry holding leadership roles at firms including Prudential Investments and Envestnet, Spitzner launched Wealth Consulting Partners in 2015. The firm helped numerous banks, broker-dealers, asset managers, registered investment advisors and fintech companies to develop and implement modern technology.
Spitzner was also an advocate for improving diversity and inclusion in the financial services industry. In 2019, following accusations that Fisher Investments founder Ken Fisher made sexist comment at an industry event, Spitzner penned a column for InvestmentNews on the pervasive issues of sexism and exclusion in wealth management.
Several industry leaders took to social media to express condolences over his passing.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
