Ovi Vitas joined Creative Planning as Chief Marketing Officer, adding an experienced digital and growth marketing executive to the wealth management firm’s leadership team.
Vitas announced the appointment, saying he plans to help build on Creative Planning’s existing momentum and expand the firm’s brand to a broader audience.
Creative Planning is led by President and CEO Peter Mallouk and has expanded its wealth management platform through organic growth and acquisitions.
Vitas joins after working at AmeriLife, where he held a senior marketing leadership position.
His background spans digital marketing, brand development, growth strategy, and technology-driven customer engagement.
At Creative Planning, Vitas is expected to focus on strengthening the firm’s marketing strategy as the organization continues expanding its reach across wealth management and related financial services.
The appointment gives Creative Planning a senior executive dedicated to supporting the firm’s brand development and growth initiatives.
KEY QUOTES:
“I am thrilled to share that I’ve joined Creative Planning as Chief Marketing Officer. What Peter Mallouk and the team have built is remarkable…an incredible business with tremendous momentum, a differentiated approach to serving clients and an opportunity to bring the Creative Planning brand to even more people.”
“I’m looking forward to building on that momentum and helping drive Creative Planning’s continued growth.”
Ovi Vitas, Chief Marketing Officer of Creative Planning
