Aspen Standard Wealth, a permanent home for successful independent RIAs, has named Kevin DiSano, CIMA, CPWA, as President.
DiSano joins Aspen after most recently serving as Chief Growth Officer at Beacon Pointe. He brings more than 30 years of experience in the financial services industry, where he has developed and implemented distribution strategies, launched new products, and driven business growth. His background spans wealth management, investment portfolio design, and new business development.
In his new role, DiSano will oversee Aspen’s organic growth initiatives, working closely with the leadership teams of the RIAs the firm has acquired. He will help advance strategic planning, advisor and client acquisition efforts, and long-term value creation. The company said his mandate includes supporting RIAs as they grow intentionally and independently under Aspen’s permanent capital model and shared growth resources.
Chief Executive Officer Aly Kassim-Lakha said DiSano’s appointment aligns with Aspen’s focus on providing a long-term home for RIAs seeking to preserve their brands and legacies while investing in future growth.
Aspen emphasizes an individualized approach to partnerships with RIAs and states that it does not acquire firms with the intent to resell them. Instead, the firm focuses on building enduring relationships that preserve firm identity, empower leadership, and promote sustainable growth.
Aspen Standard Wealth acquires leading RIAs and provides them with a permanent home. The firm’s model is designed to support long-term growth, talent development, and legacy preservation while enabling firm leaders to operate independently. Aspen is not a registered investment adviser, and investment advisory services are delivered by its affiliated RIAs. References to assets under management reflect assets held at those affiliated firms.
KEY QUOTES
“I am honored to join a firm as innovative and client centric as Aspen, where the focus is on the long-term success of our affiliated RIAs and their clients. I look forward to introducing Aspen’s unique approach to many more successful, entrepreneurial wealth management firms,”
Kevin DiSano, President, Aspen Standard Wealth
“We are incredibly excited to have an industry leader like Kevin join us as President. He shares our values and commitment to providing a permanent home for RIAs that want to preserve their brands and legacies while investing in the future.”
Aly Kassim-Lakha, CEO, Aspen Standard Wealth
