Rise Growth Partners Adds Industry Veteran Executives Jennifer Geoghegan and Tony Ling
June 27 2024 - 12:00PM
Business Wire
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.
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