RIA Taps Ex-BlackRock Private Wealth Head for CEO Slot

“Building on our success to date, we believe this is the perfect moment for us to enhance our leadership team with the addition of John Longley, a widely respected private wealth leader, as our new CEO,” according to Long.

“I’ve had the pleasure and privilege of getting to know John over the past few months as part of our selection process, establishing our shared commitment to our firm’s vision, value proposition and forward growth plans,” Long said in a statement.

“By bringing John aboard while transitioning to the role of Chairman of the Board, I will be able to fully focus on strategy setting and growth planning for SageView over the long term, while partnering closely with John to ensure that our future success honors all that we have accomplished until now,” Long added.

Longley, meanwhile, was “confident” in the firm’s “ability to accelerate growth as we launch the next phase of our long-term vision,” he said.

“In the course of exploring future opportunities, SageView stood out in three areas that provide the firm with unique advantages,” Longley noted.

Those three areas were: SageView’s partnership with Aquiline, the firm’s leadership in the retirement plan advisory business, and the company’s “ability to scale in wealth management by building the bridges to connect the platform, tools, and people across our retirement plan advisory and wealth management businesses,” Long added.

SageView acquired nine firms since its partnership with Aquiline started in 2020. They included: MJM401k of Arizona and Southern California; Bloomfield Hills Financial of Michigan, California, Colorado, Massachusetts and Texas; Channel Financial of Minnesota; kPlans Investment Services of California; Lakeview Wealth Management of Illinois; the advisors and assets of Capital One Investing in New York, Florida, Tennessee, Maryland, Oklahoma, Virginia and Texas; Summit Financial Consultants of California; and the founding team from RBG in California.

The firm “continues to identify new advisors and opportunities who are a strong cultural growth fit for SageView through acquisitions and recruiting,” it said.

Pictured: John Longley (left) and Randy Long