Sam Kiefer (pictured), a proven wealth manager with 15 years of financial industry experience including six at UBS Securities, has joined Boston’s Risk Paradigm Group (RPg) as a Director and Senior Investment Management Consultant.
He becomes the latest in a series of senior investment advisors to break away from a traditional "wirehouse" brokerage and join the burgeoning trend toward independence in wealth management.
Kiefer has been a successful advisor at UBS in the Boston area serving non-profit organizations, philanthropic high-net-worth clients, health care professionals and career professionals in the sports industry. He has earned his Accredited Investment Fiduciary(R) designation, representing a thorough knowledge of and ability to apply fiduciary standards and practices, and is a candidate for the prestigious and highly-selective AIFA(R) designation later this year.
Prior to his career transition into the financial services industry in 1996, Kiefer was a well-known figure in the university advancement space, serving the development programs at University of Pittsburgh, University of South Alabama, Tulane University, Temple University and Boston College. Kiefer was born and raised in Pittsburgh.
"Joining RPg is a natural next step for my clients and me," says Kiefer. "The experience of working with endowments, public pensions, retirement plans and high-net-worth clients has required me to stay current on the considerable challenges and opportunities facing today’s investors, as well as the fiduciary processes to which substantial pools of capital must adhere. The transition to RPg opens the gateway to more freely sit on the same side of the table with my clients as a fiduciary without the biases and product campaigns of the wirehouse culture. I’m thrilled to be here."
"Sam represents the integrity, honesty and work ethic that all financial advisors should aspire to, and we are honored that he and his family have joined the RPg family," said Risk Paradigm’s CEO, Dave Gatti. "Sam possesses uncompromising ethical standards in all facets of his practice striving to create the best outcome for his clients with financial solutions that are simple, creative and responsible."
RPg is one of nine elite firms that comprise the Dynasty Financial Partners network of independent investment advisors. Dynasty provides its partner firms with a robust open-architecture platform of wealth management solutions, which includes state-of-the art technology, managed investments, institutional research, trust and insurance services and credit facilities.
"Dynasty Financial Partners provides us with infrastructure, research and advisory services that rival or surpass the capabilities of a large brokerage firm," says Gatti, "but we retain our complete independence, unburdened by big-firm conflicts or compromises. We are advisors with fiduciary responsibility to our clients, which means our every decision is made in their best interest — and our Dynasty partnership underpins that with the best thinking and the best capabilities in the industry."
That spirit of partnership — within RPg and across the broader Dynasty network — was one of the key decision points that led to Kiefer’s move. "For the first time in my long career, I’ll be an integral part of a team, rather than an individual practitioner. That gives me a more efficient, effective and practical way to approach my business and offer my clients the highest possible level of service. I have kicked the tires of the RPg/Dynasty model extensively, and I’m convinced there’s nothing I could do in my prior role that I can’t do even better going forward."
