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Pension & Wealth Management Advisors adds Managing Partner and Co-President

Pension & Wealth Management Advisors (PWMA) has appointed David J Serpa as Co-President and Managing Partner of the firm.

Serpa brings with him nearly 25 years of executive experience driving business transformation and maximising shareholder value in the management consulting and M&A industry. He has worked with both large multi-national clients and the private industry.

Prior to joining the firm, he served as Managing Director at Mentor Partners, where he led the Management Consulting/M&A Advisory practice while evaluating investment opportunities for the Private Equity division. He also served PRTM Management Consultants (now PWC) where he conducted operational & technology due diligence, business process outsourcing, and developed business strategies in support of corporate clientele and private equity mergers and acquisitions. As Co-President of the firm Serpa will be responsible for launching Pension Wealth Mergers & Acquisitions LLC, a strategic partnership operating as a separate entity in support of the firm’s Wealth Management and Asset Management capabilities.

George P Webb, CEO and Managing Partner of PWMA, says: “We’re very excited to have David on board. His breadth of experience, knowledge and leadership capabilities will complement our growing team of seasoned executives.”

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