AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners, LLC (Bluespring), an industry-leading acquirer and partner of best-in-class wealth management firms, today announced several changes and additions to its leadership team, designed to support the organization’s mission of empowering growth for best-in-class wealth management firms.
As part of these strategic shifts, current President David Canter will transition into the role of Senior Strategic Advisor for Bluespring Wealth Partners. As President, Canter deepened the value proposition of the company, elevating the brand and building a capable bench of professionals to support the business. That includes the recent appointments of two new corporate development VPs, Tom Valverde and Josh Bartholomew, who will focus on sourcing potential new partner firms for Bluespring.
In his new role as Senior Strategic Advisor, Canter will continue his positive trajectory, leveraging his industry expertise in strategic service of the business. He will also assist in the search process for a new President of the business unit.
“I’m excited to take on a new role in support of Bluespring Wealth Partners,” said Canter. “Elevating my involvement above the day-to-day management of the firm will allow me to focus more strategically on supporting what Bluespring does best – developing financial advisor partnerships that give business owners the flexibility, independence, support and resources they need to succeed.”
Stuart Silverman – who helped found the business – will serve as Chairman and Interim Business Unit Leader for Bluespring Wealth Partners, temporarily assuming day-to-day leadership responsibilities. This includes overseeing the company’s business development and acquisition strategy in addition to his continued involvement in firm relationship management.
“As Bluespring continues to evolve, we are excited not only by the quantity of our talent but also the quality of the team that is coming together to support the business,” said James Poer, CEO of Kestra Holdings. “We are confident that these changes, and the continued support of all leaders mentioned, will help us harness new opportunities for growth. We remain excited about the future of Bluespring and look forward to continuing to strengthen the business.”
Launched in 2019, Bluespring initially supported eight firms from within the Kestra Holdings ecosystem. Today, Bluespring’s network comprises 21 brands and 24 firms, with 30 acquisitions to-date.
About Bluespring Wealth Partners, LLC
Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms. In partnering with best-in-class wealth advisors and their teams, Bluespring Wealth Partners looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
Securities offered through Kestra Investment Services, LLC and investment advisory services offered through Kestra Advisory Services, LLC.
