Family Office
Newly merged Vista WM grows advisory-service team
Combination of Vista and BPM names director of wealth-management
services. Fresh from its merger with BPM Wealth Management, the
investment-advisory arm of San Francisco-based accounting firm
Burr Pilger Mayer, Vista Wealth Management has hired former
Equius Partners principal Joe Delaney, a veteran wealth manager
and investment strategist, as its director of wealth-management
services.
On par
"Joe brings over 25 years of experience to the table along with a
great sense of humor," says Vista's COO Michael Spector. "I have
no doubt that he will be a great asset to Vista Wealth
Management."
Prior to joining Novata, Calif.-based RIA Equis in 2003, Delaney
worked at Prudential Real Estate Advisors, lend-lease property
investor Lend Lease Real Estate Investors (now part of Morgan
Stanley) and defunct real-estate investment firm Property
Capital. Between college and graduate school, he worked at KPMG,
where he obtained his CPA designation.
Equius had about $538 million in assets under management at the
end of July 2008.
Newly merged Vista operates out siz offices in the San Francisco
Bay area and has about $500 million in advisory assets. -FWR
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