American advisory firm Foresight Wealth Management has launched Foresight Concierge Services to complement its wealth management offering.
Additionally, the firm has appointed Stephanie Callicot as head of the new concierge services.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Callicot will help clients with daily needs, in areas that go beyond finances, the company said.
The concierge team will also be involved in the Sandy community, with an eye on opportunities to give back to local charities and other organizations, it added.
Additionally, the company has hired Eric Stats as chief investment officer. Prior to joining Foresight, he founded Flex Fleet Rental, one of Utah's largest capitalized start-up companies.
He also worked as an equity specialist at Goldman Sachs, WindRiver Advisors and Yellowstone Partners.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataMatt Pendleton has been appointed as director of operations. He spent last decade in financial service.
Most recently, he served as COO at Disability Planners, where he worked with over 8000 disabled clients, helping them save money on health care. He also worked with Goldman Sachs' Private Wealth Management team.
