|[July 28, 2021]|
Bluespring Wealth Partners, LLC (Bluespring Wealth), which focuses exclusively on acquiring best-in-class wealth management firms, today announced the appointment of Angela Osborne as Chief Operating Officer.
Osborne will be responsible for executing the firm’s strategic vision, enabling Bluespring Wealth to continue acquiring, evolving, and growing high-quality wealth management businesses. This includes building upon the company’s unique value proposition by identifying new opportunities, services, and technologies that will enhance efficiencies and synergies for partner firms.
“Since our founding, we have established ourselves as an industry-leading acquirer of wealth management firms seeking to maximize their business and create a long-term continuity plan,” said Stuart Silverman, President of Bluespring Wealth. “The addition of Angela, along with her strategic business leadership skills and extensive executive experience, will further scale and optimize corporate infrastructure and growth for our partner firms.”
Osborne’s career is mrked by multiple executive leadership roles throughout the industry, from large public institutions like Morgan Stanley and First Republic Bank to private boutique firms like Aperio Group, LLC. In her previous position as COO of Aperio, she successfully scaled the operational business to support AUM growth of 50% over three years, enabling an acquisition by BlackRock in 2020. At First Republic Bank, she defined and implemented an operating strategy and organization to support a compound annual growth rate of over 30% and asset growth of $20 billion to $80 billion over three years.
“I am eager to leverage my skills and expertise to help Bluespring Wealth achieve its ambitious goals,” said Osborne. “With my leadership experience and comprehensive background in wealth management, I look forward to playing a pivotal role as Bluespring Wealth guides current and future partners toward successful business growth.”
Osborne earned her bachelor’s degree from the University of Bradford in England and participated in the Advanced Management Program at Harvard Business School in 2016.
About Bluespring Wealth Partners, LLC
Through streamlined and unique succession strategies, Bluespring Wealth Partners is dedicated to the acquisition and servicing of wealth management firms, seeking continuity for clients and the business they have built. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, flexible ownership arrangements, and institutional-level capital support.
By focusing on partnership as the driver of success, Bluespring Wealth Partners helps business owners ensure a lasting legacy while preserving the core values on which their firms were built.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.
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