BridgePort Financial Solutions announced the appointment of financial services executive Clara Sierra as Managing Director, where she will oversee strategy, growth, operational performance, and leadership of the firm’s wealth management platform.
Sierra will report to Jeff Vivacqua, President of Growth and Development at Cambridge, and provide enterprise-level leadership across advisor experience, wealth management delivery, technology enablement, operations, compliance partnerships, and both organic and acquisition-driven growth initiatives.
BridgePort Financial Solutions launched in 2024 as a registered investment adviser platform focused on providing optionality, succession planning, and operational support for fee-only independent advisory firms navigating changes in the financial services industry.
Sierra brings more than 35 years of experience across the wealth management and financial services sectors. Most recently, she served as Senior Director and Industry Practice Lead for Asset Management at Moody’s Analytics. She also previously held executive leadership roles at Amundi Pioneer Investments, Sentinel Investments, AIG Advisor Group, now known as Osaic, and Alliance Capital.
BridgePort said the company supports independent advisory firms through customizable technology, succession planning, acquisitions, practice management, consulting, and outsourcing solutions.
Cambridge, the parent organization supporting BridgePort, provides financial professionals with advisory, technology, growth, and independence-focused solutions through its broker-dealer and registered investment adviser businesses.
KEY QUOTES:
“Clara’s approach and values aligned perfectly with our vision for BridgePort, which offers an advisory and succession platform with optionality not offered elsewhere. Her experience across the wealth management marketplace provides a unique understanding of RIAs’ evolving needs and how a business like BridgePort can solve pressing issues facing RIAs and their clients through multiple business and growth models.”
Jeff Vivacqua, President, Growth And Development, Cambridge
“BridgePort has been a collaborative partner for RIAs seeking solutions to their needs today in order to reach their goals in the future. The firm’s integrity and commitment to the values of kindness and excellence, position us as a premier destination for leading RIAs seeking meaningful options for advisory and succession solutions that enable them to deliver exceptional support to clients.”
Clara Sierra, Managing Director, BridgePort Financial Solutions
