Broadening the Leadership Team
HoyleCohen Recruits the Next Generation
Based in San Diego, CA, HoyleCohen offers wealth management services to affluent families. Pragmatic Principals Kevin Hoyle and Joe Cohen were actively seeking next generation talent to enable near-term growth and long-term transition.
Mark Delfino, a former management consultant and hedge fund developer, was looking for an opportunity to leverage his operational and financial expertise to help grow a small firm. Mark joined HoyleCohen as COO in early 2007, and is leading a growth initiative expected to double client acquisition. One of the ways he’s doing that is by recruiting smaller firms to join HoyleCohen.
The first team recruited to join HoyleCohen is Cullington Hill Advisors, LLC, led by Elisabeth Cullington, CFP(R), CDFA. Elizabeth joined as a senior wealth advisor with 24 years of experience and brought along four of her team members. A Certified Divorce Financial Analyst (CDFA), Cullington works closely with high net worth women and couples.
Focus actively supported Kevin and Joe in recruiting Mark and then the Cullington Hill Advisors team. The Focus model, vision and transition support were key influencers in Mark and Elisabeth’s decision to join HoyleCohen.
“Most clients don’t even ask about what will happen if one of the partners leaves or retires—but they should. The Focus model means our firm will be here for generations to come, no matter what personal decisions the partners will make down the road.”
“I wanted to join and help grow a wealth management firm that would be ‘built to last.’ Focus provides a set of capabilities and synergies that simply aren’t available to independent firms. While Kevin, Joe, and I share a vision for the future, it was the Focus overlay that cemented the deal for me.”
“In order to service high net worth women, it takes time to understand how they handle money, their insecurities about money, and what they really need from their money. It’s giving them not just financial but also emotional support throughout. Joining HoyleCohen allows me to spend more of my time doing just that.”
