US-based wealth management firm BlueCreek Investment Partners has merged with Keel Point to provide family and institutional clients a wider base of investment and planning capabilities.
The merged firm will collectively manage $1.45bn in assets under management and will have offices in Huntsville, Kansas City, and Vienna.
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The new firm, which is equally owned by client-investors and management, will be headed by Robert Mayes, founder of BlueCreek, who will serve as CEO.
David Parks, founder of Keel Point, will become the executive chairman, while Mike Perry, formerly executive chief business development officer of Williams Financial Group will become the president.
Mayes served as the 2014 chairman of the Chamber of Commerce of Huntsville/Madison County. He has served as a member on the boards for the University of Alabama in Huntsville, Huntsville Hospital and Huntsville Symphony Orchestra.
Furthermore, Miriam Boysen has been appointed to manage the family office services arm of the company, while Steven Skancke and Lyle Minton will head the investment team and Alan Bagwell, Kevin Yea and Christopher Cook will become chief operating, chief financial and chief compliance officers, respectively.
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By GlobalDataMeantime, the new firm is planning to recruit new financial advisors in existing offices and also open new offices to meet the demands of their clients.
BlueCreek and Keel Point provides services to affluent, high and ultra HNW families and institutions in the US and abroad.
