25-year industry veteran will focus on
organic growth, recruitment initiatives and
enhancements at leading RIA supporting independent
advisors
Bryan brings extensive experience to newly
created role, with a background that includes
developing solutions for RIAs, broker-dealers and hybrid
platforms
ATLANTA, May 7, 2024
/PRNewswire/ -- SFA Partners, a family of companies focused on
supporting the growth and success of independent financial
advisors, has announced the appointment of Michael Bryan to the role of Executive Vice
President, Chief Growth Officer of Strategic Blueprint, an
independent registered investment adviser (RIA) firm.
Bryan will join Julie Sullivan,
President, Strategic Blueprint, as part of the company's senior
leadership. Bryan will focus on growing assets through existing
advisor expansion and recruiting while enhancing the firm's
capabilities and offerings.
"We are delighted to have Michael as part of our team," said
Jamie Mackay, President and Chief
Operating Officer at SFA Partners. "He is a great choice to build
upon the success Strategic Blueprint has experienced so far and
help it expand exponentially going forward. His experience in the
advisory space will be essential as we sharpen our focus on growth
and set our sights for our next important milestone of hitting
$5 billion in assets under
administration."
This announcement comes after Mackay was named President of SFA
Partners last week. Mackay joined SFA Partners in 2017 as Vice
President of Business Development and then was elevated to
Executive Vice President and Chief Operating Officer in 2022. He
will continue to serve as COO.
Strategic Blueprint was designed to meet the increasing demand
among advisors who want to scale their fee-based advice practice by
outsourcing many of the rigorous compliance, technology and
operational burdens associated with running their own RIA.
Strategic Blueprint advisors may custody assets at leading
RIA-only custodians. The RIA also allows advisors to choose between
affiliating as an IAR only or as a hybrid advisor providing
commissionable transactions through its affiliated broker-dealer,
Strategic Financial Alliance.
Bryan is a 25-year industry veteran of the RIA space. After
starting out at an RIA himself and a stint with Fidelity's
institutional RIA group, he spent the majority of his career with
Triad Advisors, LLC, managing and expanding its independent
broker-dealer and RIA advisory team and platform.
In his senior leadership role with Triad, he contributed to
shaping the strategic direction, competitive solution set and
individual advisor growth through practice management consulting.
In 2014, he became President and a founder of Triad Hybrid
Solutions, an SEC-registered RIA serving independent advisors with
assets held at RIA-only custodians.
Throughout his career, Bryan has been an active educator and
champion of objective, fee-based advice via participation in
industry advocacy organizations, speaking engagements and
authorship.
"I'm excited to join the talented team at Strategic Blueprint
and to work with colleagues across all of SFA Partners," Bryan
said. "The organization embraces not where the puck is but where
it's going in the advisory space and is fully committed to serving
advisors in this business model. When you put clients first, great
opportunities emerge."
Founded in 2017, Strategic Blueprint is an SEC-registered RIA
that has grown to over $2.5 billion
with offices nationwide. In addition to Strategic Blueprint, SFA
Partners encompasses The Strategic Financial Alliance (SFA), a
leading independent broker-dealer and corporate RIA, as well as SFA
Insurance Services.
About Strategic Blueprint
Strategic Blueprint is
an RIA firm built to serve the needs of experienced,
entrepreneurial financial advisors who focus on wealth management
services. The firm specializes in providing its affiliated advisors
with the benefits of independence, while enabling them to
concentrate on serving client needs rather than on administrative
or regulatory concerns.
About SFA Partners
SFA Partners provides shared
services to a family of companies focused exclusively on empowering
independent financial advisors. SFA Partners includes The Strategic
Financial Alliance, Inc. (member FINRA/SIPC, a broker-dealer and
registered investment adviser) Strategic Blueprint, LLC, a
registered investment adviser; and SFA Insurance Services.
Our wide breadth of services enables us to support a variety of
advisor business models. Parent company, SFA Holdings, Inc. is
owned by advisors, employees, and individual investors. Strategic
Blueprint provides independent advisors the advantages of having
their own RIA but without the hassles, through a range of services,
including turnkey compliance, supervisory and back-office support;
expert due diligence; an integrated technology stack; and a broad
universe of asset management services. SFA Insurance Services
provides advisors access to insurance solutions, supporting their
ability to address the risk management needs of their clients.
Media Contact:
Michael
Dugan
Haven Tower Group
424-317-4852 / mdugan@haventower.com
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SOURCE SFA Partners