Jim Bray, CFP has joined Integrated Wealth Management as Senior Vice President & Financial Advisor while Ryan Delaney, CFA has as Chief Financial Officer.
Both bring with them years of financial services experience, bringing Integrated Wealth Management’s addition of wirehouse breakaways to ten since November 2013.
“I am so proud that Integrated Wealth Management is attracting such top talent,” says Jim Casey, Integrated Wealth Management President and CEO. “We are focused on providing our advisors with the infrastructure, support and freedom to run their business efficiently, while allowing them to keep their clients at the heart of their practice. Our advisors enjoy a different alternative to what is being offered currently in the industry.”
Bray, CFP is the ninth wirehouse breakaway advisor to join Integrated Wealth Management since November 2013. He brings over 10 years of experience and USD120 million of client assets. Formerly Senior Vice President-Investments at Wells Fargo Advisors, he joined the independent wealth management firm’s Newport Beach office on Friday, 13 February, 2015. Prior to his tenure at Wells Fargo Advisors, Bray was Vice President at Morgan Stanley.
“I asked myself, ‘what’s the most important thing to me in my practice?’, and in my opinion, it’s my clients and the confidence they put in me,” says Bray. “I feel that independence offers me the ability to be 100% client focused with all of my decision making. My clients come first, and my move to IWM allows that to always remain my priority.”
Delaney, CFA began his career in financial services in 1995, and has worked in a variety of capacities that range from research to sales to risk management. Most recently, he worked in Morgan Stanley’s Alternative Investment Group. Prior to Morgan Stanley, He spent 15 years in the hedge fund and fund of funds industry helping build alternative investments portfolios for clients.