52TEN’s Post

#RealtaWealth CEO Kevin M. Keefe, CFA and Jacob Indursky of Citywire discuss the latest executive leadership enhancements at the firm and how new CFO Timothy Bowman, CPA will play a strategic role in future growth. ‘He’s incredibly talented and experienced as it relates to all the things that I need and the firm needs on the finance side because it is such a complex kind of business," Kevin told the publication. "His experience in growing firms is also really attractive and it was something that was like, Man, this is this could be a very exciting partnership." Check out the story at https://lnkd.in/dEe-Pa9e #WealthManagement #FinancialServices #FinancialAdvisors

Growing a successful business is an incredible accomplishment, but preparing it for the next generation is a challenge that often feels like threading a needle. At Oaklyn Consulting, we understand the complexities of this transition and can offer you expert guidance where traditional investment banking advisors cannot. Succession planning is more than just a plan; it's a lifeline for your legacy. Learn how we can help ensure that your business continues to thrive under new leadership: https://lnkd.in/dbtwurKy #SuccessionPlanning #LeadershipDevelopment #ExecutiveSuccession

The CEO compensation paid by the largest publicly traded firms in wealth management offers a lens into company performance, leadership transitions and, of course, eye-popping numbers. Here’s a ranking of the CEO compensation of 13 of the biggest companies in the industry, with insights from Jodie Papike Sladavic of Cross-Search Advisor Placement Services. #wealthmanagement #ceopay #earnings

A very informative and helpful event as good CFO-CEO relationship often comes down to managing expectations and building trust. The panel deep dove into understanding and embracing the CEO's vision and how the CFO plays a crucial role in translating it into achievable company’s vision. 👏👍

In an interview with Financial Planning, Chair and CEO Paul Reilly and President and CFO Paul Shoukry discuss how the firm’s long-term approach and client-first values are guiding a successful leadership transition. Read more: https://bit.ly/4b5fwDe

As the demand for experienced CFOs with expertise in managing investor-backed portfolio companies continues, private equity (PE) firms are having to widen the net to alternative talent pools. Heidrick & Struggles' Tom Cunningham discusses why PE firms need to expand their search for executive finance talent and recruit a new kind of CFO-one with relevant skillsets and future potential to manage a portfolio business: https://bit.ly/4auI9tb. #CFOs #PEfirms #PrivateEquity #Leadership #FinanceLeaders

From Assistant -to-the-Chair to CFO to CEO in 14 years. Market seems to be positive so far. Good succession planning? Context: Raymond James announced on March 19th that its current CFO, Paul Shoukry, will take over the CEO baton when Paul Reilly steps down in 2025. This reminded me of a great conversation I had with a friend on the path to becoming CEO. Who generally fits into a CEO role - CFOs vs. COOs vs. GMs? Link: https://lnkd.in/d3WrFunv Chart: 5-Day ticker performance showing impact of RayJay's announcement.

Schroders forms fixed income leadership team following Andrew Chorlton, CFA's departure ➡. Schroders is setting up a fixed income leadership team following the departure of its head of fixed income Andrew Chorlton. D. Patrick McCullagh. Lisa Hornby, CFA. Johanna Kyrklund. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3xP9Uyq #investing #assetmanagement #wealthmanagement #finance

Increasing attention is being put on CFOs and other finance leaders in private equity portfolio companies. But why specifically CFOs? The gridlock in exit opportunities has caused private equity portfolios to swell, and firms are looking to end the exit gridlock that has gripped the sector. With over 270 successful finance placements in portfolio companies, our placed finance leaders have been part of 81 different company exits, with $77B in enterprise value created via their work. Read CEO Eric Walczykowski's summary Q&A of his conversation with Partner Katelyn Quaresma, Head of Bespoke's Finance Leadership Practice and hear about the state of the executive talent market and the increasing pressure for exits. Full interview here: https://lnkd.in/eR5dC36s #Recruitment #PrivateEquity #Finance

How do we fuel sustainable growth during socio-economic uncertainty? A few questions we will be discussing in 2024 among our CFO communities at CFOMeet. #cfo #business #strategy #growth #cfomeet