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Posted on 205 Kestra Holdings, an industry-leading wealth management platform provider, today announced the appointment of Kyle Weckman as Head of Cybersecurity and Technology Risk. In this new role, Weckman will define and execute Kestra Holdings’ cyber and technology risk strategy, leveraging a fully cloud-based set of tools and a modern approach to identity and protect the firm’s perimeter and endpoints, while positioning its cybersecurity approach as a competitive advantage. Weckman will report to Chief Information Officer Nick Harness. “Strengthening our cybersecurity is a top priority for Kestra Holdings as the number of threats continues to increase, particularly in the financial services industry,” said Harness. “Kyle brings the right balance of technical expertise, regulatory understanding, and business acumen to ensure we provide a highly secure, yet user-friendly platform, for client ....
Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counselling Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counselling Bedell Frazier is a high-growth, fee-only registered investment adviser (RIA) with over $500 million in assets under management. The firm is led by a dynamic young leadership team with over 55 years of combined industry experience, including President and CEO, Mike Frazier, Chief Operating Officer, Meredith Rosen and Chief Investment officer, Mike Harris. Bluespring Wealth Partners investment in Bedell Frazier will provide the team with both access to capital and deep industry know-how to fuel growth and continued innovation in client service. Bedell Fraziers team will leverage Bluespring Wealth Partners back-office support and operational insights to afford its leaders more time with their valued clients. ....