Bluespring Wealth Partners Expands Leadership and Business Development Team with Strategic Executive Appointments

Additional talent investments underscore firm’s commitment to growth, innovation, and advisor support

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (“Bluespring”), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced the addition of three accomplished executives to its leadership team, as well as two strategic hires that will join its business development team. These new talented leaders strengthen the firm’s ability to accelerate growth, deliver innovative solutions, and provide enhanced support to advisors and their clients nationwide.

• Adam Sokolic has been appointed Head of Business Operations and Integrations.
• Rochelle Levy joins as Chief Compliance Officer (CCO).
• William Salmen has been named Head of Mergers and Acquisitions.
• Jonathan Ballenger joins the business development team as Regional Business Development Director.
• Tyler Schlater, CFP®, CIMA®, joins the business development team as Regional Business Development Director.

Sokolic brings over 25 years of executive leadership experience in M&A, platform integration, and retirement and wealth management operations. Most recently, he served as Chief Operating Officer for Retirement & Private Wealth at HUB International, where he spearheaded an acquisition strategy that generated more than 600% inorganic growth and oversaw a $200B+ platform serving corporate and individual clients.

Levy is an accomplished compliance and legal leader with over 15 years of experience across banking, investment management, and capital markets. She previously served as Chief Compliance Officer for Capital Markets, Private Bank, and Wealth Management at City National Bank, where she built scalable compliance programs spanning multiple broker-dealers, RIAs, and trust entities. Levy is also a licensed attorney admitted to the New York and Massachusetts bars.

Salmen joins Bluespring from Galway Insurance Holdings, where he was Vice President of Acquisitions and Business Development. With more than a decade of M&A and corporate development experience, he has led transformative transactions across wealth management, including the acquisition and rapid integration of MAI Capital Management, a $35 billion RIA.

In addition to these executive appointments, Bluespring is expanding its business development leadership with Jonathan Ballenger and Tyler Schlater, who will work alongside Head of Business Development Josh Bartholomew to lead all business development efforts nationally. Their collective expertise will deepen Bluespring’s reach and strengthen its ability to partner with leading wealth management firms across the country.

“This group of new team members brings the kind of expertise that will take Bluespring to the next level,” said Pradeep Jayaraman, President of Bluespring. “Their leadership – along with the teams they are building – will drive growth, elevate advisor support, and accelerate our vision for the future of wealth management.”

With these appointments, Bluespring Wealth Partners continues to invest in top-tier leadership talent to support its mission of empowering entrepreneurial wealth management firms and enhancing client experiences nationwide.

About Bluespring Wealth Partners, LLC

Through a highly customized and people-centric approach, Bluespring is dedicated to the acquisition and support of quality wealth management firms. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor training and incentivization, consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.