{"id":355647,"date":"2026-01-06T19:07:10","date_gmt":"2026-01-06T19:07:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/355647\/"},"modified":"2026-01-06T19:07:10","modified_gmt":"2026-01-06T19:07:10","slug":"summit-wealth-group-adds-new-cio-advisor-success-head","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/355647\/","title":{"rendered":"Summit Wealth Group Adds New CIO, Advisor Success Head"},"content":{"rendered":"

Summit Wealth Group, a Colorado Springs-based registered investment advisor launched in May after leaving Commonwealth Financial Network, has hired a new head of advisor success and chief investment officer as it continues to expand its leadership team<\/a>.<\/p>\n

Summit Wealth hired Seamus O\u2019Brien from custodian SEI to lead what it calls advisor success across the $2.5 billion, fee-only RIA. His role will include overseeing mergers and acquisitions, recruiting, partnerships and organic growth initiatives.\u00a0<\/p>\n

O\u2019Brien had been business development director for RIA experience at SEI since June 2022, a role he took after more than 14 years at BNY Pershing.\u00a0<\/p>\n

Randy Morris, CEO of Summit Wealth Group, said O\u2019Brien\u2019s experience working with RIAs and custodians positions him well to work with new and existing advisors.<\/p>\n

\u201cAs we continue to grow, it became clear we needed a dedicated leader focused on advisor success across the full lifecycle, from recruitment and integration to long-term scale,\u201d he said.\u00a0<\/p>\n

Summit Wealth also hired Chelsea Ganey as chief investment officer. Ganey had been chief strategy officer at Moran Wealth Management, a Naples, Fla.-based RIA<\/a> with more than $5 billion in assets under management.\u00a0<\/p>\n

She had been with the firm for over 11 years, working on projects that included shaping its investment platform and incorporating alternative investments. She is also a frequent speaker at conferences on portfolio construction, markets and investment strategies.<\/p>\n

Related:People Moves: AllianceBernstein Promotes Onur Erzan to President<\/a><\/p>\n

At Summit Wealth, Ganey will lead portfolio management, trading and investment research while partnering with advisors.\u00a0<\/p>\n

Morris said that \u201cher experience building investment platforms at scale will be instrumental as we attract advisors who share our community-driven culture.\u201d<\/p>\n

Summit Wealth announced the new executives shortly after hiring Scott Wilkinson from its former broker\/dealer Commonwealth to be RIA compliance lead.\u00a0<\/p>\n

Summit Wealth and a team of about 25 advisors broke away from Commonwealth in May before LPL Financial acquired the independent broker\/dealer<\/a>.\u00a0<\/p>\n

In June, it received a strategic minority investment from Constellation Wealth Capital to support its growth initiatives, including the addition of new senior leadership.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Summit Wealth Group, a Colorado Springs-based registered investment advisor launched in May after leaving Commonwealth Financial Network, has…\n","protected":false},"author":2,"featured_media":355648,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":{"0":"post-355647","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-finance","10":"tag-personal-finance","11":"tag-personalfinance","12":"tag-uk","13":"tag-united-kingdom","14":"tag-unitedkingdom"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/355647","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=355647"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/355647\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/355648"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=355647"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=355647"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=355647"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}