CV Advisors and Americana Partners have each added to their executive ranks, underscoring how larger wealth firms are leaning on technology and finance leadership to support expansion and more complex client needs.
Miami-based CV Advisors has hired fintech entrepreneur David Sabo as chief technology officer, a newly created role that will oversee the firm’s technology roadmap and artificial intelligence strategy.
The multi-family office, which manages more than $22 billion in assets, said Sabo will focus on giving its investment and advisory teams tools that sharpen client service and portfolio decision-making for ultra-high-net-worth families.
CV Advisors has invested in proprietary systems for manager evaluation and real-time reporting since its launch, and Sabo’s appointment is positioned as the next stage of that effort.
Founder, CEO, and CIO Elliot Dornbusch said in a statement that Sabo is “thoughtful, rigorous, and unafraid to test new ideas,” adding that technology has been central to the firm’s client offering since 2009. Dornbusch said Sabo will help the firm scale its platform and “leverage AI responsibly.”
Sabo brings more than 20 years of experience building and scaling financial technology platforms. He most recently held a combined technology, product and growth role at Tienda Pago, where he built the company’s technology stack and expanded its engineering team to support lending and payments capabilities.
Earlier in his career, he co-founded a financial services technology company and spent more than a decade developing its platform and managing debit and credit card programs for business clients.
Sabo said he is “excited to begin creating tools that help our teams move faster, think more clearly, and deliver an even better experience for clients.”
In Houston, Americana Partners – which leverages support from Dynasty Financial Partners and other industry experts – has appointed Mike Mitchell as chief financial officer, adding a seasoned finance executive to its leadership bench.
The independent wealth firm, founded in 2019 and overseeing more than $12.1 billion in assets, said Mitchell will oversee financial strategy, including revenue growth, expense management, margin expansion, liquidity planning, M&A, legal oversight, and shareholder relations.
Mitchell joins from Merit Financial Advisors in Alpharetta, Georgia, where he served as chief financial officer during a period in which the firm completed more than 30 M&A deals and recapitalized with a new private equity sponsor. Most recently, Merit expanded its footprint in Georgia with the acquisition of Marietta-based Yeomans Consulting Group, Inc.
Mitchell's background also includes leadership roles at Toyota Financial Services, Wachovia Bank and AT&T, as well as CFO posts at multiple private equity-backed businesses.
In a statement, he said he is “excited to help build something truly special at Americana Partners,” pointing to the firm’s client experience, expanded offerings and growing footprint as creating “a tremendous opportunity” for its partners and staff.
The RIA aggregator adds a New York and Los Angeles firm serving film and TV talent as it deepens its business management bench
Meanwhile, Janney picks up a $280 million Merrill Lynch veteran in Scranton as independent and hybrid platforms keep drawing teams
The breakaway-focused minority investor has staked 15 RIAs since 2024 as private sponsors increasingly trade stakes
Osaic subsidiary continues to forge new routes to US high-net-worth and ultra-high-net-worth people.
New data shows veterans report stronger financial security, legacy confidence and career earnings momentum than non-veterans.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
