Strategic additions to accelerate growth, enhance investment operations

Rise Growth Partners (‘Rise’), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs), today announces the appointment of two key senior executives: Jennifer Geoghegan joins Rise as Chief Marketing Officer and Tony Ling has been named Managing Partner - Investments. The two industry veterans, each bringing deep wealth management experience and functional expertise, help round out Rise’s executive team. They will bolster its position as a leading partner and growth accelerator for the next generation of national wealth management platforms.

“Rise’s mission to create the best lighthouse brands in the industry demands that our executive team is second to none; the additions of Jennifer and Tony exemplify our commitment to this high standard,” said Joe Duran, Managing Partner. “Jennifer’s proven success in promoting an aggregator brand, before operating as the CMO at a top industry RIA, positions her to make an immediate impact at Rise and our exceptional partner firms. Tony’s experience structuring and leading investments in the financial services and wealth management space will create significant value for clients, advisors and investors. I am beyond thrilled to welcome them to the Rise team.”

Geoghegan entered the industry as the head of marketing and advisor coaching at Focus Financial Partners. From there she joined a Focus partner firm, The Colony Group, as its first Chief Marketing Officer, where she spent eight years on the leadership team growing the business organically and through follow-on acquisitions. A seasoned leader with over 20 years of experience in financial services, she previously spent nearly a decade at American Express in marketing and product development roles. She graduated from the University of Virginia with a B.A. in Foreign Affairs, earned an MBA from the New York University Stern School of Business and earned an executive coaching certification from Columbia University.

In her new position, Geoghegan will spearhead all marketing activities for Rise and its partner firms, including strategy and brand development across both digital and traditional marketing. These activities will be aimed at driving Rise partner firms’ revenue growth, enhancing their brand equity and fostering both advisor and client loyalty.

Geoghegan remarked: “I am confident that the Rise Growth Partners model is one that many leading firms and advisors are seeking. Our leadership team is filled with professionals with the experience to guide partner firms to a level of growth they may not have previously imagined. I look forward to working alongside the rest of the team to help elevate brands and meaningfully expand business development capabilities across RIAs in the Rise ecosystem. Together, we will make a meaningful impact in the industry.”

Ling most recently served as Managing Director of Corsair Capital, a financial services-focused private equity firm. He previously worked at Lightyear Capital and JPMorgan. He graduated from Yale University with a B.A. in Economics and International Studies and earned an MBA from Harvard Business School.

Over the course of his career, Ling has executed and managed transactions totaling billions of dollars of enterprise value. Throughout his nearly two decades of financial services investing experience, he has also evaluated several dozen investment opportunities across the wealth management ecosystem. Leveraging his wealth management expertise and deep list of intermediary and executive contacts, Ling will collaborate with potential partner firms’ leadership teams to design and execute transactions that foster alignment across their organizations and position those RIAs for continued growth and success. With Rise partner firms, he will drive follow-on M&A, building of finance functions and strategy.

Ling remarked: “Rise has built a team that will deliver an unmatched set of financial, strategic and operational resources. I am excited to partner with firms to accelerate organic and inorganic growth as we build the next generation of top platforms in the wealth management space.”

About Rise Growth Partners

Rise Growth Partners is a Synergistic Financial Partner that provides growth-oriented RIAs with a comprehensive operational, financial, and growth toolkit. By acquiring a non-controlling minority stake in partner firms, Rise offers a solution for growth-oriented RIAs whose funding options are limited to strategic acquirers and financial sponsors. Its elite team has over 200 years of combined experience building and exiting platform companies, generating billions of dollars in revenue and effecting realized exits north of $1 billion. Follow Rise Growth Partners on LinkedIn for more information and updates.

RISE MEDIA CONTACTS: Rise@streetcredpr.com

Hannah Dixon Hannah@streetcredpr.com 317-590-0915

Jason Lahita Jason@streetcredpr.com 973-460-7837