$15B OnePoint BFG Hires CFO, Executive Directors
Yahoo Finance·2025-12-16 14:09

Leadership Changes - OnePoint BFG Wealth Partners has strengthened its senior leadership team by adding four new executives, including Alex Mostovoi as CFO, who previously served as COO and CFO at Emigrant Partners [1][2] - Carlos Noriega has been appointed as executive director of advisor solutions, a newly created role, coming from Morgan Stanley [2] - Molly McClure joins as executive director of marketing, previously with Intelliflo, and Zoie Silver has been appointed as executive director of advisor experience, coming from Beacon Trust [3] Company Growth and Acquisitions - OnePoint BFG recently acquired Spahn Financial Partners, a Chicago-based advisory practice with $2 billion in assets under management, marking its largest deal to date and increasing total client assets to over $15 billion [4] - The firm has added more than 40 team members this year, reflecting its growth strategy [3] Rebranding and Strategic Direction - OnePoint BFG rebranded over the summer to emphasize its role as a comprehensive financial services provider, transitioning from its previous name, Bleakley Financial Group [5] - Following the investment from Rise Growth Partners, OnePoint has launched an equity program for advisors and shifted towards fee-based services by dropping its brokerage affiliation with LPL Financial [6]