WealthPoint Appoints Four Member Advisory Board
Published: October 16, 2010
For Immediate Release
Media Contact: Marissa Hopkins, (480) 217-2909; marissa.lynn.hopkins@gmail.com
PHOENIX [Oct. 13, 2010] – WealthPoint LLC, a provider of succession, legacy and life insurance planning to high wealth clients throughout the United States, announced the appointment of a four member advisory board. The company was formed in May 2010 by Managing Director Ryan Barradas.
“The advisory board will be an important component of WealthPoint’s future growth and success,” Barradas said. “The board has been developed to capture the talents and experiences of individuals with proven records of success and valuable knowledge from a variety of industries. The board will continually challenge WealthPoint to grow and develop its services and operations to meet our client’s needs while holding management accountable for its plans and direction.”
The new board members are:
- Robert Boulware. Boulware is a senior executive in the asset management industry. He has more than 19 years of boardroom experience as Director for Gainsco Auto Insurance (GAN) and Trustee for Met Life Investor Series Trust. Boulware specializes in intermediary distribution of mutual funds and has extensive experience in investment management oversight. From 1992 to 2006, he held the responsibilities of President and Chief Executive Officer at ING Funds Distributor, LLC.
- Michael J. Olsen. Olsen currently serves as Chief Financial Officer, Treasurer, and Corporate Secretary for a private real estate investment company. Olsen’s career has been centered in banking and investment and he spent 16 years with Bank of America. He has experience in financial analysis, commercial real estate, corporate banking, investment management, trust administration and portfolio management. Olsen also currently serves as board chair of Florence Crittenton Services of Arizona and serves as a board member of the WP Carey School’s MBA Program Investment Management Fund.
- Steven D. Pidgeon. Pidgeon is Co-Managing Partner at DLA Piper’s Phoenix office. He specializes in securities offerings, mergers and acquisitions, recapitalizations, private equity investments and venture capital investments. Pigeon represents a wide variety of clients in different industries from technology and financial services to health care, home building and entertainment. He has received recognition from The Legal 500 and the Best of Arizona Business 2010 in Ranking Arizona Magazine, among others.
- Paul F. Walsh. Walsh is a former Chairman and Chief Executive Officer of eFunds Corporation, a global payment management and information company with customers in 80 countries. Walsh served in this position from 2002 until 2006. Since February 2008, he has been owner and CEO of PWM Management LLC, a consulting company, through which he serves as an Operating Partner of Calera Capital, a private equity firm. Walsh has also served on the Board of Directors of Staples, Inc. since 1990.
“The experience and background of this group is very impressive.” Barradas said. “I am looking forward to their challenges, insight and direction.” The advisory board will convene quarterly. The board will initially be made up of four members with plans to eventually expand to eight. Board expansion is not set to take place until late 2011.
About WealthPoint LLC
WealthPoint LLC is headquartered in Phoenix, Arizona and specializes in providing a holistic approach to succession, legacy and life insurance planning. WealthPoint serves affluent families and middle-market, family-owned and controlled companies throughout the United States. The company’s unique process combines thorough discovery, collaborative and flexible solutions, and an unbridled commitment to implementation and on-going support. WealthPoint is an Affiliate firm of M Financial Group, one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of more than 125 of the nation’s most successful and innovative financial services firms. More information is available at www.wealthpoint.net.
