BridgePort Appoints Clara Sierra as Managing Director to Lead RIA Growth Strategy
BridgePort Financial Solutions has appointed industry veteran Clara Sierra as its new managing director. In this role, Sierra will lead the firm's strategic direction, operational performance, and expansion efforts, specifically focusing on building out its platform for fee-only independent registered investment advisers (RIAs). She will report to Jeff Vivacqua, president of growth and development at Cambridge, the parent company that launched BridgePort in 2024. Her responsibilities include overseeing advisor experience, wealth management services, technology, operations, compliance collaboration, and both organic and acquisition-driven growth. Sierra brings over three decades of experience in financial services and wealth management, having previously served as senior director at Moody’s Analytics and holding senior leadership positions at Amundi Pioneer Investments, Sentinel Investments, AIG Advisor Group, and Alliance Capital. The appointment aims to enhance BridgePort's ability to help advisory firms navigate industry changes and succession planning challenges. Both Vivacqua and Sierra emphasized the alignment of values and the firm's commitment to providing flexible business models and meaningful options for RIAs seeking to deliver exceptional client support through various growth strategies.
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BridgePort Appoints Clara Sierra as Managing Director to Lead RIA Growth Strategy
BridgePort Financial Solutions has appointed industry veteran Clara Sierra as its new managing director. In this role, Sierra will lead the firm's strategic direction, operational performance, and expansion efforts, specifically focusing on building out its platform for fee-only independent registered investment advisers (RIAs). She will report to Jeff Vivacqua, president of growth and development at Cambridge, the parent company that launched BridgePort in 2024. Her responsibilities include overseeing advisor experience, wealth management services, technology, operations, compliance collaboration, and both organic and acquisition-driven growth. Sierra brings over three decades of experience in financial services and wealth management, having previously served as senior director at Moody’s Analytics and holding senior leadership positions at Amundi Pioneer Investments, Sentinel Investments, AIG Advisor Group, and Alliance Capital. The appointment aims to enhance BridgePort's ability to help advisory firms navigate industry changes and succession planning challenges. Both Vivacqua and Sierra emphasized the alignment of values and the firm's commitment to providing flexible business models and meaningful options for RIAs seeking to deliver exceptional client support through various growth strategies.
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