BridgePort Financial Solutions has appointed longtime RIA industry executive Tina Decker as Senior Vice President of Business Development, where she will lead the firm’s M&A strategy and execution as BridgePort expands its national presence.
Decker will report to BridgePort Managing Director Clara Sierra and will be responsible for identifying, evaluating and executing acquisition and partnership opportunities.
Her responsibilities will span the full M&A lifecycle, including deal sourcing, financial modeling, due diligence, negotiations and transaction execution. She will also work with BridgePort’s executive team on corporate strategy and the integration and onboarding of advisors and clients following transactions.
Decker joins BridgePort after more than two decades at Osaic, formerly known as Advisor Group, where she held leadership positions across operations, executive strategy, mergers and acquisitions and succession planning.
Most recently, she served as Vice President of M&A and Succession Planning at Osaic. In that role, she worked with advisors across the U.S. on acquisitions, continuity plans and succession transactions.
During her tenure, Decker negotiated and executed more than 400 transactions representing over $10 billion in acquired and retained assets.
Her appointment gives BridgePort an experienced M&A executive as the firm seeks to grow through acquisitions and partnerships with fee-only independent advisory businesses.
BridgePort Financial Solutions is an SEC-registered investment adviser focused on helping fee-only independent advisory firms pursue growth and succession strategies.
The firm provides customizable resources spanning technology, succession and acquisitions, practice management, business consulting and outsourcing.
KEY QUOTES:
“Tina’s combination of M&A expertise, deep industry relationships, and true understanding of what makes a transition successful for advisors, firms, and clients is second-to-none. Having spent her career helping advisors navigate some of the most important decisions in the life of their business, Tina’s perspective will be invaluable as we expand BridgePort’s presence in the fee-only RIA space. We’re thrilled to have her at BridgePort and look forward to the relationships, opportunities, and growth she will help us create.”
Clara Sierra, Managing Director of BridgePort Financial Solutions
