NEW YORK--(BUSINESS WIRE)--Next Capital Management, with $1.3 billion in AUM, has announced a pair of high-profile, strategic hires. Christopher Fineburg and Teresa Armel, seasoned wealth professionals most recently with Rockefeller Global Family Office, have joined Next Capital Management as Senior Wealth Advisor and Wealth Advisor, respectively.
These hires represent a significant step forward for Next Capital Management, strengthening its commitment to delivering sophisticated financial services to ultra-high net worth clients. Mr. Fineburg and Ms. Armel bring deep experience with complex family office clients, as well as a background in research and manager selection in alternative investments.
Prior to the acquisition by Rockefeller, Mr. Fineburg spent three years as Managing Director at Spearhead Capital, a Florida-based firm serving ultra-high net worth investors, family offices, and private placement markets. Mr. Fineburg specialized in working with structurally complex ultra-high net worth families. Before Spearhead, Mr. Fineburg spent 12 years at Greycourt & Co., serving in a similar capacity on $1.4 billion of US and offshore based client assets that included institutions, the firm’s discretionary relationships, and several commingled funds.
Ms. Armel, who previously served as Senior Vice President at Rockefeller and Director at Spearhead Capital, brings similar expertise working with ultra-high net worth families as well as a focus on investment manager research and selection. Before Spearhead, Ms. Armel was at Greycourt & Co. for 12 years, most recently as a Senior Associate Advisor.
“We are delighted to welcome Christopher Fineburg and Teresa Armel to Next Capital Management,” said Andrew Hart, CEO of the firm. “Their experience with ultra-high net worth clients and ‘client first’ philosophy aligns perfectly with our mission to provide objective, personalized, family-office services to our clients.”
On their decision to join Next Capital, Mr. Fineburg noted, “Teresa and I were highly impressed with Next Capital’s capabilities across alternative investments, investment reporting, and family office services that was equal or superior to firms many times their size. Our goal was to find a firm of top-tier people using best in class technology so that we could provide the no compromise, highly customized boutique service that we’ve always taken pride in.”
Next Capital is a member of the Dynasty Network of independent advisors.
About Next Capital Management
Next Capital Management (“NEXT”), founded in 1998, manages $1.3 billion in client assets. The firm is a boutique wealth-management firm offering comprehensive, institutional-caliber wealth management for ultra-high net worth and high net worth families. NEXT has extensive experience in alternative investments and other sophisticated investment solutions. Additionally, NEXT Vantage, their family office service solution, functions as a chief operating officer by providing vision, structure, and coordination for its ultra-high net worth clients and families.
To learn more about Next Capital Management, please visit https://nextcapitalmgmt.com/.
About Dynasty
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.
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