TOLEDO, Ohio--(BUSINESS WIRE)--Venture Visionary Partners today announced that the firm is expanding through the addition of a team of 12 professionals including five advisors who previously managed $1.8 billion AUM. Based in Toledo, Ohio, Venture Visionary Partners (VVP) will now have a total staff of 28 professionals and a total of $3.7 billion in client assets.
The following professionals are joining Venture Visionary Partners from UBS:
- Robert S. Loeb, CFP®, CPWA®, Partner. Previously, he was a Senior Vice President - Wealth Management at UBS.
- James J. Porea, Partner. Prior to joining VVP, Mr. Porea was a Senior Vice President - Wealth Management at UBS.
- John D. Spengler, Partner. Previously, he was a Senior Vice President-Wealth Management at UBS.
- Bradford G. Dolgin, Partner. Prior to joining VVP, he was a Senior Vice President - Investments, Senior Portfolio Manager at UBS.
- Craig A. Warnimont, CFA® Chief Investment Officer, Partner. Previously, he was a First Vice President - Wealth Management at UBS.
- Sarah Wodarski FPQP™, Relationship Manager.
- Amy J. Amos, Relationship Manager.
- Alexa M. Laberdee, Relationship Manager.
- Diana S. Gibson, Relationship Manager.
- Karyn Keilholz, Relationship Manager.
- Kelly Arndt CRPC®, Relationship Manager.
- Travis N. Maas, Financial Analyst.
Based in Toledo, Ohio, Craig Findley is the Chairman/CEO of Venture Visionary Partners. Mr. Findley launched VVP on June 21, 2019 in partnership with Charles Schwab and Dynasty Financial Partners.
“We are excited to expand Venture Visionary Partners and to welcome our new team members to independence,” said Mr. Findley. “Just last month we were celebrating Paul Abendroth, Ryan Borucki, and Lisa Dantzer joining our team, and now today - to reunite with these amazing and talented people is humbling, and one of the most rewarding days of my entire career. It is an honor to work with them again. Each of them brings with them rich experiences and a passion for serving clients, in addition to having a personal value system that aligns with that of VVP.”
Venture Visionary Partners is strongly rooted in the Toledo community - the team members grew up in the area and have raised their families there. The firm plans to continue to expand their footprint in the future via future strategic acquisitions with like-minded advisors in Ohio and the Midwest.
“Venture Visionary Partners shares our passion for strong and deep client relationships. After more than three decades in the brokerage world, the opportunity to join VVP as independent investment advisors proved to be irresistible to all of us. It is clearly the direction in which the most successful advisors and their clients are trending towards,” said Jim Porea, Partner, Venture Visionary Partners.
“We are continuously thinking of our clients and the best ways to serve them. As we expanded on this - it became clear to us that joining Venture Visionary Partners was the answer, for our clients, and for us. We are thrilled to join the VVP team,” said Rob Loeb, Partner, Venture Visionary Partners.
“We are happy to support Craig and the entire VVP team on their remarkable growth in such a short period of time,” said John Sullivan, Dynasty Financial Partners’ Head of Network Development. “We are confident that this is just the beginning for VVP and feel they will be one of the largest RIAs in the Midwest in short order and are honored to be their partner on this journey.”
“It’s amazing how far the RIA space has come over the last ten years since we founded Dynasty Financial Partners,” said Dynasty CEO Shirl Penney. “Here you have a billion-dollar successful breakaway team that founded VVP, and then in a little over a year, and in the middle of a pandemic, nonetheless, adding another billion-dollar breakaway to their firm! This is a testament to the evolution, innovation, leadership, and tremendous entrepreneurship that is on display in the RIA space today. I have never been more bullish on the future of the RIA segment then I am today thanks in large part to firms like VVP,” added Penney.
In addition, VVP has made significant investments in providing a safe working environment during the pandemic for employees, clients, and prospects. The firm has installed hospital grade UV light ActivePure Air Scrubbers in the ductwork and High Efficiency Polarized-Media air filters used in clean rooms and labs. “This is one of the most advanced systems available,” said Will Garcia, Commercial Manager of M&M Heating and Cooling.
About Venture Visionary Partners
Ohio-based Venture Visionary Partners is a registered independent advisory firm that works with high net worth families and business owners. The firm operates under the Fiduciary standard and provides its clients with a comprehensive array of services from Financial Planning, Wealth Management, Family Office Services and Corporate Services.
Venture Visionary Partners is a member of the Dynasty Financial Partners’ Network of financial advisory firms. For more information, please visit www.venturevp.com
