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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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
