Global Wealth Management (GWM), an investment advisory and retirement planning company based in Florida, has elevated Ivan Minkov to the role of CEO.
Minkov, previously the chief financial officer (CFO), will now spearhead the firm’s strategic initiatives.
With Minkov at the helm, the company will continue working on improving client services, growing its advisor network, as well as integrating “innovative” solutions to boost scalability, it said in a statement.
GWM co-founder Andrew Costa said: “Ivan has a deep understanding of our business, our culture, and our future goals, and we couldn’t be more excited to have him leading the firm as CEO.”
The company also reached a milestone, having surpassed $1bn in assets under advisement (AUA).
GWM co-founder Grant Conness said: “”Exceeding $1bn in AUA is a tremendous accomplishment that reflects the trust our clients place in us and the dedication of our team.
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“Ivan has played a key role in our firm’s evolution, and his leadership will be instrumental in driving the next phase of growth.”
With a focus on retirement, income, and estate planning strategies, GWM serves individuals along with families preparing for or already in retirement. The firm operates out of Fort Lauderdale, Weston, and Coral Springs in Florida.
It provides advisory services and insurance services via Global Wealth Management Investment Advisory and Global Wealth Retirement Planning, respectively.
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