{"id":353174,"date":"2025-12-17T04:49:12","date_gmt":"2025-12-17T04:49:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/353174\/"},"modified":"2025-12-17T04:49:12","modified_gmt":"2025-12-17T04:49:12","slug":"15b-onepoint-bfg-hires-cfo-executive-directors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/353174\/","title":{"rendered":"$15B OnePoint BFG Hires CFO, Executive Directors"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">OnePoint BFG Wealth Partners, a registered investment advisor backed by Rise Growth Partners, has beefed up its senior leadership team with four new executives. That includes Alex Mostovoi, a former chief operating officer and chief financial officer at Emigrant Partners, who joins the RIA as CFO.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Mostovoi replaces Jeremy Groff, who joined asset management firm Lazard as head of corporate FP&amp;A in July. Mostovoi was previously at Emigrant for about seven years, leading strategic planning, P&amp;L management and investment activities. Prior to that, he served as director of finance at Focus Financial Partners.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">OnePoint BFG also recruited Carlos Noriega as executive director of advisor solutions, a newly created role. He joins from Morgan Stanley, where he was an executive director.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Molly McClure has joined the RIA as executive director of marketing, a new role. She was previously with Intelliflo, a wealthtech platform recently acquired by Carlyle, as head of marketing.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Zoie Silver has come on board as OnePoint BFG\u2019s executive director of advisor experience, also a new role. She previously spent 14 years with Beacon Trust, most recently as chief of staff and managing director.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In total, the RIA has added more than 40 team members this year.\u00a0<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/career-moves\/osaic-hires-shannon-reid-as-head-of-advisor-growth\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Osaic Hires Shannon Reid as Head of Advisor Growth<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">This follows news in October that <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/rise-growth-backed-onepoint-bfg-acquires-2b-chicago-practice\" rel=\"nofollow noopener\">OnePoint BFG acquired Spahn Financial Partners<\/a>, a Chicago-based advisory practice with $2 billion in assets under management. It is the firm\u2019s largest deal to date, bringing its total client assets to over $15 billion and the number of professionals nationwide to 200.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">OnePoint BFG <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/bleakley-a-rise-growth-firm-rebrands-to-onepoint-bfg-wealth\" rel=\"nofollow noopener\">rebranded over the summer<\/a> to signify its role as a one-stop shop for clients\u2019 financial needs; the firm was previously known as Bleakley Financial Group, which became <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/joe-duran-s-rise-growth-makes-first-investment-in-10b-aum-bleakley\" rel=\"nofollow noopener\">Rise Growth Partners\u2019 first RIA investment last year<\/a>. Rise Growth is the RIA investing company <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"http:\/\/wealthmanagement.com\/ria-news\/joe-duran-launch-rise-growth-partners-early-2024\" rel=\"nofollow noopener\">launched last year<\/a> by former United Capital CEO Joe Duran.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Since Rise Growth\u2019s investment, OnePoint has <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/rise-growth-backed-bleakley-transitions-80-of-aum-to-equity-partnership\" rel=\"nofollow noopener\">launched an equity program for its advisors<\/a>, hired a new chief growth officer, Adam Roosevelt, and dropped its <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/bleakley-financial-breaks-brokerage-ties-with-lpl-for-pks\" rel=\"nofollow noopener\">brokerage affiliation with LPL Financial<\/a> in a move toward fee-based services. Roosevelt left the firm in September, according to LinkedIn, and they\u2019ve not yet hired a replacement.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Fairfield, N.J.-based OnePoint\u00a0BFG was founded in 1985 by twin brothers Scott and Andy Schwartz as a practice affiliated with Northwestern Mutual.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"OnePoint BFG Wealth Partners, a registered investment advisor backed by Rise Growth Partners, has beefed up its senior&hellip;\n","protected":false},"author":2,"featured_media":353175,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":{"0":"post-353174","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-au","9":"tag-australia","10":"tag-business","11":"tag-finance","12":"tag-personal-finance","13":"tag-personalfinance"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/353174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=353174"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/353174\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/353175"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=353174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=353174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=353174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}