Spearhead, a boutique financial services firm focused on providing customised solutions for ultra-high net worth investors, family offices, and asset management firms, has appointed Ken Foley as Managing Director of Wealth Management and Strategic Partnerships, effective January 2019.
“As we continue to grow, we remain committed to expanding our footprint in and the delivery of Wealth Management and Private Placement Insurance Product solutions. We achieve this by partnering with asset managers and insurance professionals to effectuate better outcomes for their clients. Put simply, we believe that by combining sophisticated tax-compliant structuring with intelligent investment management, we can deliver to our clients true wealth management,” says Todd Walters, Managing Member & Co-Founder. He further commented “We are very fortunate to work with Ken, as he has a unique skill set and knowledge base to further-advance our firm, not only in our core services, but also in new directions through strategic partnerships and new offerings.”
Jarrett Bostwick, General Counsel & Co-Founder, commented “Ken brings an unparalleled knowledge base and perspective to the team that will be a huge value-add both to our partners in the marketplace and clients alike.”
Prior to joining Spearhead, Foley spent 17 years at Lombard International, holding many different responsibilities and roles during his tenure. Most recently, he held the position of Senior Vice President, where he oversaw broker distribution in the US for the firm, and collaborated with high-end insurance professionals and advisors on the design and implementation of Private Placement Life Insurance and Annuity products for their high-net worth & family office clients.