Wealth Consulting Partners president Gavin Spitzner dies at 57

Wealth Consulting Partners president Gavin Spitzner dies at 57
Spitzner spent 25 years in the industry, holding leadership roles at firms including Prudential Investments and Envestnet, before launching Wealth Consulting Partners in 2015.
JAN 31, 2023

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.

https://twitter.com/MichaelKitces/status/1620484297370263554
https://twitter.com/suzsiracuse/status/1620480327348293632
https://twitter.com/TR401/status/1620481503024275457
https://twitter.com/AaronSchumm/status/1620488225491156992
https://twitter.com/AlexChalekian/status/1620487327884918784
https://twitter.com/SamanthaTwenty/status/1620480440724504583

Latest News

Advisor moves: RBC lands $1B UBS team in Pittsburgh
Advisor moves: RBC lands $1B UBS team in Pittsburgh

Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL

GWG’s Heppner hires Puff Daddy’s attorneys as criminal sentencing looms
GWG’s Heppner hires Puff Daddy’s attorneys as criminal sentencing looms

According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.

Investors accuse Broadstreet fund of alleged billion-dollar 'Ponzi-like' scheme
Investors accuse Broadstreet fund of alleged billion-dollar 'Ponzi-like' scheme

A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.

Lawsuit alleges Skechers founders manipulated $9.4B buyout to shortchange investors
Lawsuit alleges Skechers founders manipulated $9.4B buyout to shortchange investors

Insiders allegedly rewrote projections three times in four days.

Fintech bytes: FINNY signs Visionary Square for pay-as-you-go AI prospecting program
Fintech bytes: FINNY signs Visionary Square for pay-as-you-go AI prospecting program

TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor