Lido Advisors, OnePoint BFG, and Bogart Wealth Announce Key Executive Appointments
Three prominent Registered Investment Advisors (RIAs) have announced significant leadership changes to support their growth and merger strategies. Lido Advisors appointed Brian Haloossim as president and elevated founder Ken Stern to co-CEO alongside Jason Ozur. Haloossim, formerly of Bernstein Private Wealth Management, will focus on organic growth and brand development. Meanwhile, OnePoint BFG named Sam Cari, a NorthRock Partners veteran, as its new chief strategy officer. Based in Minneapolis, Cari will oversee corporate strategy and M&A activities, reporting to CEO Andy Schwartz. Additionally, Bogart Wealth created the role of director of corporate development, hiring Bryce Black to lead the sourcing and integration of potential partner firms. These moves reflect the firms' ambitions to accelerate organic expansion and pursue strategic acquisitions in the competitive wealth management sector. Lido Advisors currently manages over $42.5 billion in assets, while OnePoint BFG has surpassed $16 billion. The appointments aim to strengthen operational capabilities and enhance client services across their respective platforms.
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Lido Advisors, OnePoint BFG, and Bogart Wealth Announce Key Executive Appointments
Three prominent Registered Investment Advisors (RIAs) have announced significant leadership changes to support their growth and merger strategies. Lido Advisors appointed Brian Haloossim as president and elevated founder Ken Stern to co-CEO alongside Jason Ozur. Haloossim, formerly of Bernstein Private Wealth Management, will focus on organic growth and brand development. Meanwhile, OnePoint BFG named Sam Cari, a NorthRock Partners veteran, as its new chief strategy officer. Based in Minneapolis, Cari will oversee corporate strategy and M&A activities, reporting to CEO Andy Schwartz. Additionally, Bogart Wealth created the role of director of corporate development, hiring Bryce Black to lead the sourcing and integration of potential partner firms. These moves reflect the firms' ambitions to accelerate organic expansion and pursue strategic acquisitions in the competitive wealth management sector. Lido Advisors currently manages over $42.5 billion in assets, while OnePoint BFG has surpassed $16 billion. The appointments aim to strengthen operational capabilities and enhance client services across their respective platforms.
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