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“Constructing on our success so far, we consider that is the proper second for us to boost our management workforce with the addition of John Longley, a extensively revered non-public wealth chief, as our new CEO,” in line with Lengthy.
“I’ve had the pleasure and privilege of attending to know John over the previous few months as a part of our choice course of, establishing our shared dedication to our agency’s imaginative and prescient, worth proposition and ahead progress plans,” Lengthy mentioned in an announcement.
“By bringing John aboard whereas transitioning to the function of Chairman of the Board, I will totally give attention to technique setting and progress planning for SageView over the long run, whereas partnering intently with John to make sure that our future success honors all that we’ve got completed till now,” Lengthy added.
Longley, in the meantime, was “assured” within the agency’s “capacity to speed up progress as we launch the subsequent part of our long-term imaginative and prescient,” he mentioned.
“In the middle of exploring future alternatives, SageView stood out in three areas that present the agency with distinctive benefits,” Longley famous.
These three areas have been: SageView’s partnership with Aquiline, the agency’s management within the retirement plan advisory enterprise, and the corporate’s “capacity to scale in wealth administration by constructing the bridges to attach the platform, instruments, and folks throughout our retirement plan advisory and wealth administration companies,” Lengthy added.
SageView acquired 9 companies since its partnership with Aquiline began in 2020. They included: MJM401k of Arizona and Southern California; Bloomfield Hills Monetary of Michigan, California, Colorado, Massachusetts and Texas; Channel Monetary of Minnesota; kPlans Funding Companies of California; Lakeview Wealth Administration of Illinois; the advisors and belongings of Capital One Investing in New York, Florida, Tennessee, Maryland, Oklahoma, Virginia and Texas; Summit Monetary Consultants of California; and the founding workforce from RBG in California.
The agency “continues to establish new advisors and alternatives who’re a robust cultural progress match for SageView by means of acquisitions and recruiting,” it mentioned.
Pictured: John Longley (left) and Randy Lengthy.
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