RIA moves: SEIA, Dynamic tap Fidelity, Schwab alum for key director roles

Three RIA firms have announced leadership appointments this week, each aiming to strengthen their offerings for high-net-worth and ultra-high-net-worth clients amid ongoing industry shifts and increased demand for multigenerational wealth solutions.

SEIA welcomes estate and tax planning expert

Signature Estate & Investment Advisors has named Brad Repinsky as director of estate, tax, and financial planning.

Repinsky, who brings more than two decades of experience from firms including Fidelity, Goldman Sachs, and the AYCO Company, will lead the development of SEIA’s private client group. His focus will be on scaling advanced estate and tax planning capabilities as the firm expands nationally through mergers and acquisitions and advisor recruitment.

Repinsky’s responsibilities will include providing firmwide expertise on estate and tax strategies, supporting business development, and leading SEIA’s center of excellence in estate and tax planning. The firm, which reported a 30 percent year-over-year increase in assets under advisement to surpass $30 billion in 2024, continues to build on its reputation for high-touch, multi-dimensional planning.

“This is not just about a single hire – it’s about expanding the depth and breadth of what we offer our clients,” said Matt Matrisian, who came on board as president of SEIA in April. “Brad brings both the technical expertise and the strategic perspective to enhance the estate and tax planning capabilities we’ve long provided to our clients.”

Repinsky noted the increasing complexity faced by clients, citing changing tax laws and the need to prepare the next generation for wealth stewardship.

Dynamic taps Bowen for new director role

At Dynamic Wealth Advisors, Brian Bowen has been appointed director of advisor integration, a newly created role. Bowen joins from Charles Schwab, where he spent more than 20 years in various leadership positions, including senior business consultant and vice president.

At Dynamic, Bowen will focus on enhancing practice management and advisor support across the firm’s national network, with responsibilities ranging from onboarding new advisors to supporting succession planning and business growth.

Bowen will also contribute to advisor recruitment efforts as Dynamic continues to expand.

“Brian’s deep knowledge of the advisor landscape, coupled with his consultative experience, brings added value to the advisors we serve,” said Steve Kulesza, chief business development officer at Dynamic. The firm emphasized that the new role underscores its commitment to delivering high-touch support and resources to independent advisors.

AlphaCore adds chief investment strategist from BlackStone

Finally, AlphaCore Wealth Advisory has appointed Dr. David Stubbs as chief investment strategist.

Dr. Stubbs, who previously held senior roles at Blackstone and JPMorgan, will work alongside chief investment officer Eric Gerster to strengthen AlphaCore’s investment research and macroeconomic insights. His experience includes leading investment strategy teams and serving as a public spokesperson for JPMorgan’s wealth management division.

AlphaCore’s leadership said Dr. Stubbs’ addition is part of a broader strategy to support the firm’s growth and enhance its ability to serve high-net-worth and family office clients.

“David’s investment acumen, experience, and familiarity to our team and clients made him a natural addition to AlphaCore,” said Dick Pfister, founder and CEO of AlphaCore. Dr. Stubbs said he looks forward to building on the firm’s suite of services and supporting its leadership team.

Earlier this year, AlphaCore bolstered its reach in the ultra-high-net-worth and family office space with the acquisitions of Callan Capital in March and enTrust Wealth Advisors in January.