OneSeven, a national registered investment advisor, announced it has expanded its executive leadership team with three senior hires to support continued growth and improve the day-to-day experience for its partner advisory firms. The firm also named Brian Bunker as Advisor Advocate, Betsey Saffar as Chief Financial Officer, and John Carey as Chief Compliance Officer. The additions come as OneSeven reports that it has grown assets under management from about $3.5 billion to more than $8.6 billion over the past year.
OneSeven said the Advisor Advocate position is a newly created role designed to strengthen alignment between firm leadership and partner advisors. Bunker is expected to serve as a direct liaison for advisor teams from onboarding through ongoing growth, and to translate advisor feedback into platform enhancements. The firm said his remit will include practice management and advisor consulting support across operational optimization, use of OneSeven resources, and organic and inorganic growth planning. That includes areas such as business development, client acquisition, team expansion, succession planning, and strategic partnerships or acquisitions.
As CFO, Saffar is set to lead financial strategy, reporting, and capital planning, with a focus on building financial infrastructure for a high-growth, multi-entity organization. OneSeven said her mandate is to ensure financial discipline and transparency as the firm invests in talent, technology, and services to support partner firms’ growth and operational scale.
Carey’s appointment as chief compliance officer is intended to reinforce an advisor-friendly compliance framework, according to the firm. OneSeven said Carey will oversee the compliance program, including policies, procedures, and regulatory oversight, while providing practical guidance to advisors. The firm added that he will also play a central role in helping OneSeven and its partners adopt emerging technologies, including AI driven tools, within a compliance structure designed to support innovation as the platform scales.
OneSeven described the leadership changes as part of a broader effort to invest ahead of growth, with an emphasis on strengthening infrastructure and adding experienced operators and coaches to improve outcomes for partner advisory firms and their clients.
The firm said it has more than $8.8 billion in assets under management as of January 20, 2026, and noted that it is part of a broader ecosystem in partnership with Merchant that includes more than 100 firms and over 4,000 advisors and staff.
KEY QUOTE:
“These leadership additions reflect where OneSeven is headed. As our firm has grown rapidly, it’s been critical to invest ahead of that growth—bringing in experienced executives and coaches who can elevate the support we provide our partner firms and ultimately enhance the experience their clients receive.”
Rick Gross, President of OneSeven
