Bluespring Welcomes New Leadership, Biz Dev Hires
Bluespring Wealth Partners, an acquirer of both independent registered investment adviosrs (RIAs) and hybrid wealth management firms, today announced the addition of three executives to its leadership team, as well as two hires that will join its business development team.
- Adam Sokolic has been appointed head of Business Operations and Integrations.
- Rochelle Levy joins as chief compliance officer (CCO).
- William Salmen has been named head of Mergers and Acquisitions.
- Jonathan Ballenger joins the business development team as regional business development director.
- Tyler Schlater, CFP, CIMA, joins the business development team as regional business development director.
Sokolic brings over 25 years of executive leadership experience in M&A, platform integration, and retirement and wealth management operations. Most recently, he served as chief operating officer for Retirement & Private Wealth at HUB International, where he spearheaded an acquisition strategy that generated more than 600% inorganic growth and oversaw a $200 billion-plus platform serving corporate and individual clients.
Levy is a compliance and legal leader with over 15 years of experience across banking, investment management, and capital markets. She previously served as chief compliance officer for Capital Markets, Private Bank, and Wealth Management at City National Bank, where she built compliance programs spanning broker-dealers, RIAs, and trust entities. Levy is also a licensed attorney admitted to the New York and Massachusetts bars.
Salmen joins Bluespring from Galway Insurance Holdings, where he was vice president of Acquisitions and Business Development. With more than a decade of M&A and corporate development experience, he has led transactions across wealth management, including the acquisition and rapid integration of MAI Capital Management, a $35 billion RIA.
In addition to these executive appointments, Bluespring is expanding its business development leadership with Jonathan Ballenger and Tyler Schlater, who will work alongside head of Business Development Josh Bartholomew to lead all business development efforts nationally.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
