Promotion of firm's COO reflects continued
successful evolution of SFA Partners and Mackay's pivotal role in
driving strategy and execution for family of wealth management
firms
ATLANTA, May 1, 2024
/PRNewswire/ -- SFA Partners, a family of companies focused
exclusively on empowering independent financial advisors, today
announced the promotion of Jamie
Mackay to the position of President. In addition to his new
role, Mr. Mackay will continue to fulfill his current
responsibilities as Chief Operating Officer.
Headquartered in Atlanta, SFA
Partners, through its affiliates, has approximately $7 billion in total client assets and supports
150 financial advisors across the country. SFA Partners has
established a strong reputation across the wealth management
industry for delivering a personalized service experience that
empowers independent financial advisors to support their clients as
they best see fit while driving professional success on their own
terms.
"I am thrilled to elevate Jamie to President in recognition of
his pivotal role in driving much of the strategy and execution that
has fueled the ongoing successful evolution of SFA Partners and its
subsidiaries over the past several years," said Clive Slovin, CEO of SFA Holdings, the parent
company of SFA Partners and outgoing President of SFA Partners.
"Equally important, Jamie's promotion marks the start of the next
stage of our firm's growth vision, with continued investments in
our organization that will drive further success for SFA Partners
and its affiliated financial advisors."
Three Distinct Companies, One Singular Focus: The Independent
Financial Advisor
Mr. Slovin and a dedicated team launched the organization two
decades ago with a group of financial advisors seeking true
independence to help them better serve their clients. Today, SFA
Partners encompasses three companies:
- Strategic Blueprint, an independent RIA supporting financial
advisors with sophisticated portfolio construction and investment
management needs who do not want the burdens of running their own
RIA.
- The Strategic Financial Alliance, a full-service independent
broker-dealer and corporate RIA that enables both fee and
commissionable client service for financial advisors.
- SFA Insurance Services.
Mr. Mackay joined SFAP in 2017 as Vice President of Business
Development and became Executive Vice President and Chief Operating
Officer in 2022. With 30 years in the financial services industry,
Mr. Mackay has been responsible for the firm's day-to-day
operations. He has focused on the successful development and
execution of strategies that align resources, expertise, platforms
and tools to effectively support financial advisors' business
growth.
"It's an honor to be named President of such a well-respected
firm and serve some of the best independent advisors in the
business, many of whom have been with SFA Partners from the
beginning," said Mr. Mackay. "Clive and our entire team have
developed a great culture that allows the organization to shine
while using our collective talents to ensure our affiliated
advisors have all the support they need to thrive."
"Our ongoing success underscores how small-to-midsized
enterprises offering a differentiated culture, community and
service model for financial advisors will continue to stand out in
a fast-consolidating industry where personalized support has
increasingly been supplanted by cookie cutter-solutions. I look
forward to all that we can achieve together at SFA Partners on
behalf of our financial advisors as we continue to invest in the
future of our enterprise."
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. (SFA), member FINRA/SIPC, a broker-dealer
and registered investment adviser; Strategic Blueprint, LLC, a
registered investment adviser; and SFA Insurance Services, Inc.
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
maintaining their own business identity but without the hassles of
owning their own RIA 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 Contacts
Michael
Dugan or Joseph Kuo
Haven Tower Group
424 317 4852 / 424 317 4851
mdugan@haventower.com / jkuo@haventower.com
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SOURCE SFA Partners