Aequitas Capital has named Brian Rice as new executive vice president and partner of Aequitas Capital as well as president of Aequitas’ wealth management division.
In his new role, Rice will oversee the strategy and growth initiatives for the complete wealth management platform, including the recently launched Aequitas Capital Partners (ACP), and Aspen Grove, an Aequitas’ holding company set up for acquiring RIA firms.
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Rice will report to Aequitas CEO Bob Jesenik. He is also a member of the Federal Reserve Bank of San Francisco’s Portland branch board of directors.
Rice joined Aequitas from KeyBank, where he served as the regional president for Oregon, Washington and Alaska. Prior to this, Rice served as vice president and market area manager for Wells Fargo in Portland, Oregon.
In July this year, Aequitas Capital has established a new business division called Aequitas Capital Partners (ACP) to support Registered Investment Advisers (RIAs) with intellectual, financial, and human capital to fuel succession planning and firm mergers or acquisitions.
Jesenik said: "Brian understands what entrepreneurial-minded RIAs require both serving their clients and growing their practices, and he will draw on the power of Aequitas’ network of resources to provide support to achieve their goals and navigate the ever-changing regulatory environment."
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By GlobalData"I look forward to working with my colleagues to enable our RIA partners to achieve economies of scale that enhance their client service capabilities and enterprise values," added Rice.
