Newly merged Vista WM grows advisory-service team

FWR Staff

20 January 2009

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 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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