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Practice Management > Building Your Business > Recruiting

FA Match Adds Recruiting Execs

By Jeff Berman

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What You Need to Know

  • The firm recently received $1 million in funding from industry VIPs including Ron Carson and Jason Wenk.
  • Among those joining the company are Amy Rizzo and Michael Gardia, who will be managing directors.
  • Rizzo will lead FA Match’s first search and consulting services for advisors and firms with an international presence or who serve offshore clients,

FA Match, a digital matchmaker between advisors and firms, has expanded its leadership team with seven new appointments, it said Wednesday.

The additions come about four months after FA Match said it received $1 million in funding from several industry VIPs, including Ron Carson of Carson Group; Jason Wenk, founder of Altruist and FormulaFolios; and Brian McLaughlin of Redtail Technology.

“Since announcing our $1M funding round last fall, the demand from advisors and firms has significantly increased, and we are meeting that demand with a team that brings the nuanced recruitment experience required to move this industry forward,” Ryan Shanks, FA Match CEO and co-founder, said on Thursday.

Among those joining the company are Amy Rizzo and Michael Gardia, who will be managing directors. 

Rizzo will lead FA Match’s first search and consulting services for advisors and firms with an international presence or who serve offshore clients, it said.

She will also help expand FA Match’s “high-touch” consulting offerings: Advisor Agent, which provides one-on-one strategic coaching and recruitment support for high-performing advisors, and Propel, a service for firms that combines Advisor Match technology with a personalized recruitment strategy and advisor outreach, FA Match said.

Rizzo brings more than 20 years of experience to her role, most recently as regional executive for the Alex. Brown division of Raymond James, where she led targeted regional growth and advisor recruitment to serve clients in the ultra-high-net-worth and offshore spaces.

She was with Raymond James from 2016 to 2019, according to her report on the Financial Industry Regulatory Authority’s BrokerCheck website. Rizzo is based in Denver.

Shanks and his team “have a clear vision for where we will take this industry,” Rizzo said in the announcement. “We’re especially eager to apply my background in international advisors and offshore clients,” she said, adding that FA Match’s “data-driven algorithm has the potential to eliminate the pain points that often exist with overseas recruiting.”

Michael Gardia, a certified financial planner, will manage lead generation and general recruiting, and provide hands-on consulting and recruitment services to firms via Propel. He will also oversee the West Coast recruiting team based in Los Angeles. 

Gardia founded the executive placement firm Rival Sourcing in 2017. Before that, he was a financial advisor with Ameriprise and JPMorgan. He was with JPMorgan Securities from 2012 to 2015, Chase Investment Services from 2010 to 2012 and Ameriprise from 2008 to 2010, according to his report on BrokerCheck.

“Rizzo’s and Gardia’s expertise as managing directors will be critical as FA Match grows its base of advisors” in the $500 million-plus assets under management range, it said. 

“Recruiting is a people-first business, and FA Match has figured out how to scale it with a search capability that is unparalleled,” Gardia said. “As both an advisor and a recruiter, I know how groundbreaking this platform is, and can be, for the entire industry,” he said, adding: “We’re just getting started.”

Also joining the FA Match leadership team are Bonnie Noble as director of customer success, Alex Katsabanis as vice president of recruiting, and account executives Miles Robertson, August Van and Josh House, who join FA Match from Rival Consulting and are based in Los Angeles.

Noble, who most recently led onboarding and training programs for the aggregation platform CircleBlack, will lead sales, onboarding and adoption for advisors and firms that use FA Match.

Katsabanis is based in Miami and brings over 20 years of experience in business and transition consulting to FA Match. In his role, Katsabanis will focus on lead generation for FA Match’s 90-Day-Sprint offering, a consulting service for firms seeking quick results, FA Match said.

FA Match is free for advisors. Firms pay a monthly fee of $200 to use the platform, and a flat fee of $10,000 once the advisor is placed. As of Saturday, FA Match had facilitated 1,168 connection requests between advisors and firms, it said. The average AUM of advisors active on the FA Match platform is $64.2 million, while the average AUM of firms is $10.6 billion, it added.

Jeff Berman

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