Signature Estate & Investment Advisors, the national wealth management firm, has appointed Brad Repinsky as its new director of estate, tax and financial planning.

Repinsky brings more than 20 years of experience to the role, with a specialty in advising high-net-worth and ultra-high-net-work clients — including business owners and corporate executives. He joins SEIA from Fidelity Investments, and he previously worked as an executive within Goldman Sachs’ Ayco business.

Matt Matrisian, the recently appointed president of SEIA, cited Repinsky’s “technical expertise” and “strategic perspective” as key drivers of his appointment.

“This is not just about a single hire,” Matrisian said in a statement. “It’s about expanding the depth and breadth of what we offer our clients. His leadership strengthens our ability to serve increasingly complex client needs as we continue to grow upmarket and expand the depth of our family office-style services.”

Repinsky will lead the firm’s effort to scale up its private client group, supporting SEIA’s stated goal to move upmarket and deliver advice that meets client needs for multigenerational wealth solutions. To that end, he is expected to provide advanced estate and tax strategies and serve as a subject matter expert for advisors addressing such topics as trust formation, philanthropic planning and liquidity events.

“I’m excited to join SEIA at a pivotal moment for estate and tax planning,” Repinsky said. “Today’s clients are juggling unprecedented complexity — changing tax laws, AI-enabled technology, and preparing the next generation to be thoughtful stewards of wealth. … What makes estate planning truly successful isn't just the strategy, it's helping clients act on that strategy confidently and proactively.”

Pictured: Brad Repinsky

NOT FOR REPRINT

© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.