Kevin Ryan has been named CFO at World Investment Advisors (WIA), financial advisory firm with over $55 billion in assets across its institutional and wealth management segments.
World Investment Advisors was formerly known as Pensionmark Financial Group before it rebranded in July. Over the past two years, WIA’s wealth management division has grown from $1 billion in assets under management to $11.5 billion. Boston Harbor Wealth Advisors, a firm that manages $3.5 billion, was acquired by WIA in July.
Ryan will be based in Philadelphia and report to WIA’s CEO and founder, Troy Hammond. Before joining WIA, Ryan was CFO of the mortgage verification company Xactus.