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.
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.”