Scott Poore Appointed Chief Investment Officer
In an important move for Kingswood Wealth Advisors, Scott Poore has been named the Chief Investment Officer. This appointment marks a significant development as Kingswood continues to strengthen its commitment to providing tailored investment solutions for advisors and their clients.
Poore's Role and Responsibilities
As the Chief Investment Officer, Poore will oversee the newly rebranded Kingswood Eudaimonia Asset Platform. This platform, also known as KEAP, serves as a Turnkey Asset Management Platform (TAMP) that allows advisors to access a variety of strategic and customized portfolios. His responsibilities will focus on enhancing the investment management experience for both advisors and clients.
Leadership Support for Kingswood
Michael Nessim, CEO and President of Kingswood U.S., expressed confidence in Poore's leadership and experience. With over two decades in the investment industry, Poore's extensive background includes running successful asset management programs, which will be invaluable to the Kingswood leadership team.
An Experienced Industry Leader
Scott Poore is recognized as an accomplished wealth management professional with a wealth of experience spanning over 22 years. Prior to his new role, he served as the Chief Investment Officer at Eudaimonia Group, where he provided key strategic insights and financial planning support to advisors. His previous roles included director of investment services at B. Riley Wealth Management, as well as similar positions at other respected firms.
Education and Qualifications
Poore holds a Bachelor of Arts degree in political science and history from the University of Tennessee and an MBA in finance from Christian Brothers University. His professional credentials are bolstered by various industry certifications, showcasing his commitment to excellence in wealth management.
Commitment to Advisory Excellence
Since joining forces with Kingswood in September, Poore has witnessed firsthand the firm's dedication to empowering advisors. He noted that the combination of Eudaimonia's investment platform with Kingswood's resources creates an exceptional opportunity to enhance the tools available for advisors. This, in turn, enables them to strengthen their relationships with clients and provide superior service.
Expanded Services Following Merger
Eudaimonia Asset Management (EAM), established in 2016, has merged its services with Kingswood's framework. The merger allows EAM's TAMP to become a shared resource among all Kingswood advisors, which means access to 40 carefully curated investment portfolios that cater to diverse risk profiles and investment objectives.
A Winning Partnership for Advisors
John Goodson, Founder and President of Eudaimonia, emphasized the success of the partnership with Kingswood. The collaboration not only offers advisors greater access to state-of-the-art investment management but also enhances their service offerings to clients. The combination of Kingswood's elite independent advisors and the complete investment management support provided by Poore's team sets a new standard in wealth management.
About Kingswood U.S.
Kingswood U.S., part of the larger Kingswood Group, operates as a comprehensive network of wealth management firms. The company includes a registered Investment Advisor (RIA) and a FINRA-licensed broker-dealer, delivering tailored services aimed at empowering independent financial advisors. The firm manages over $15 billion in assets, underscoring its capability to blend the resources of a large financial institution with the personalized service of a boutique firm.
Contact for More Information
For media inquiries, reach out to Haven Tower Group, where Donald C. Cutler and Elizabeth Shim are available for contact. They provide excellent services and can assist with additional information about Kingswood and its offerings.
Frequently Asked Questions
Who is Scott Poore?
Scott Poore is the newly appointed Chief Investment Officer for Kingswood Wealth Advisors, with over 22 years of experience in the finance industry.
What does the Kingswood Eudaimonia Asset Platform offer?
The Kingswood Eudaimonia Asset Platform offers advisors access to customized portfolios and investment management tools to enhance client relationships.
What prior experience does Scott Poore have?
Before joining Kingswood, Poore served as CIO at Eudaimonia Group and held significant roles at B. Riley Wealth Management and other firms.
What is Eudaimonia Asset Management?
Eudaimonia Asset Management, now part of Kingswood, offers advisors access to a range of investment portfolios tailored to various risk tolerances and goals.
How does Kingswood support financial advisors?
Kingswood provides comprehensive services designed for independent financial advisors, combining extensive resources with personalized support.
