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Advisor360° Ramps Up Strategy, Corporate Development Focus

Editorial Staff June 6, 2024

Advisor360° Ramps Up Strategy, Corporate Development Focus

The holder of the new role had been MD, head of wealth and wealthtech investment banking at Bank of America.

Advisor360°, which provides wealth management software, has appointed Abbe Gálvez CordĂłn as senior vice president of strategy and corporate development – a newly-formed role. Gálvez CordĂłn will report to CEO Mike Fanning. 

Prior to this, Gálvez Cordón was managing director, head of wealth and wealthtech investment banking at Bank of America. She was at BoA for 16 years in various roles.

"With her deep understanding of wealthtech, she will lead the evolution of our strategy and identify organic and inorganic opportunities to help drive innovation and guide the company through our next phase of growth,” Fanning said.

Earlier in her career, Gálvez CordĂłn was a consultant with Deloitte Consulting’s financial services industry practice. With a BA in economics cum laude from the University of Pennsylvania, she also obtained an MBA from Harvard Business School. 

Advisor360° is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; Belfast, Northern Ireland; and a remote workforce in Canada. The firm said that three million households with $1 trillion in assets are linked to the Advisor360° system. Advisor360° is an independent company which was spun out of Commonwealth Financial Network in 2019. The firm has won a wealthtech award from Family Wealth Report for its onboarding offering.

Fanning took up his CEO post at the end of April, succeeding Richard Napolitano, who retired from May 1. Fanning was previously at MassMutual, and head of its US business. 

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