The latest senior moves in the North American wealth management sector.
DayMark Wealth Partners
DayMark Wealth Partners has appointed Jacob Krecic and Justin Fitchko as managing partners, and Martin Hopkins as senior managing director. They are accompanied by Kristine Cameron, Stephanie Gordon, and Justin Michlovic, all directors – Client Relations. They will operate from DayMark’s two newest office locations in Westlake and Pepper Pike, Ohio.
Previously, Krecic, Fitchko, and Hopkins led the Krecic Fitchko Wealth Management Team at Wells Fargo. With over 73 years of combined industry experience, they decided to join DayMark Wealth Partners to provide more personalized services, independent advice, and customized solutions to meet their clients’ financial needs.
“My partners at DayMark and I are thrilled to have DayMark Wealth Partners be the destination of choice for this Forbes’ Best in State Wealth Management team,” commented Mike Quin, founder at DayMark Wealth Partners: “This addition furthers our pursuit to build a firm that is a partnership for elite advisor teams and their clients.”
"We are excited to welcome Jacob, Justin, Martin and their team to DayMark Wealth Partners. We knew upon DayMark’s launch in June 2022 that this would be a fast growing organization, becoming a premium choice for advisors seeking partnership, professionalism, and integrity in their new firm,” Dynasty’s CEO, Shirl Penney, said.
DayMark Wealth Partners – a Cincinnati, Ohio-based RIA with about $2 billion in assets under management – is a member of the Dynasty Network of independent advisory firms.
Dynasty Financial Partners acted as financial advisor to DayMark on this transaction.