Press Release – updated: Nov 7, 2019 15:28 EST
GLASTONBURY, Conn., November 7, 2019 (PressRelease.com) – Apella Capital, LLC announced that Joshua Pace has joined the firm as Chief Executive Officer. In his new role, Pace will focus on continuing to enhance Apella’s client experience as well as leading the firm’s organic and inorganic growth.
According to Patrick Sweeny, Co-Founder of Apella, “Josh’s experience, insights, and vision will accelerate our goal of redefining wealth management and making Apella a truly national RIA. Most importantly, he is committed to Apella’s guiding principle of not just to saying the right things, but to actually doing the things we say. As Apella enters its next phase of expansion, we felt it was critical to bring in an experienced leader with a proven track record of growth and scale.”
Pace, who has more than 20 years of leadership experience, most recently served as the President, E*TRADE Advisor Services and the President and CEO of the Trust Company of America (Acquired by E*TRADE in 2018). Over the course of his career, he has held senior positions in a diverse set of financial, service and technology companies. He served as the CFO of Openwave Systems, a public company with $450m in revenues and 3,000 employees based in Redwood City, CA. He was also CFO of Webroot, a Broomfield, Colorado-based software security company.
Since inception in 2014, Apella has experienced growth through acquisitions of like-minded advisors across the country who are clearly focused on an exceptional client experience and evidence-based financial planning.
According to Apella Capital’s Managing Director, Rob Martin, “Josh brings a unique perspective to Apella. His years of experience in a variety of key roles and industries and his deep understanding of the advisory business will allow us to innovate rapidly and enhance how we support financial advisors and investors.”
Aside from degrees from the University of Colorado and University of North Carolina, he is also the founder and president of Bicycles for Humanity – Colorado, a nonprofit delivering donated bicycles to healthcare workers in rural Africa.
“Apella has accomplished so much in a short window of time and I’m incredibly motivated to lead this next phase of growth and work beside such an accomplished team,” says Pace. “I‘m very excited by the possibilities ahead.”
About Apella Capital
Apella Capital, LLC is a national RIA built around a select community of like-minded advisors who believe in evidence-based investing and planning.
Headquartered in Glastonbury, CT, Apella offers its wide range of financial advisory services across a number of financial advisory offices, spanning both coasts and serving thousands of individual and institutional investors. Managing over $800 million* in AUM, the firm’s financial advisors are dedicated to building lifelong client relationships and providing Advice for Life.
Apella was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who were passionate about finding a better way to help investors achieve their long-term goals. It is an affiliate of Symmetry Partners, which manages over $8.4 billion* in AUM and AUA.
This content should not be considered investment advice. Information is for educational and background use only.
*As of 7/31/2019. AUA: Assets under advisement is where Symmetry acts as a sub-advisor.