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.
Research reveals six hidden costs inside "zero-fee" IRAs, with one investment mistake potentially amounting to $170,000 over a 30-year period.
Meanwhile, Ameriprise has added a Florida-based veteran formerly with Oppenheimer just as it loses a similarly seasoned professional to Prudential Advisors in New Jersey.
Goldman's asset management arm is deepening its options-ETF bet, adding NEOS's $30 billion income lineup a year after buying Innovator's buffer ETFs.
IFP adds roughly $400M in combined assets as advisors from South Dakota and Maryland seek flexible, long-term partnerships following LPL's Commonwealth acquisition.
A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
