People Moves

Florida Discretionary Wealth Manager Adds Founding Partner

Harriet Davies Editor - Family Wealth Report 28 March 2013

Florida Discretionary Wealth Manager Adds Founding Partner

Steve Barimo has joined AM Global Wealth Management as a founding partner, co-owner and manager.

Barimo was previously the chief marketing officer and head of business development for GenSpring Family Offices, where he oversaw these efforts between 2001 and 2012.

At AM Global he will work with founder Andrew Mehalko on leading the firm and making strategic, investment and operating decisions.

Before joining GenSpring, Barimo was president of Sageworks, a financial advisory software firm, which he joined after a decade in investment banking. He started his career at Lehman Brothers in New York City.

AM Global was founded in 2012 by Mehalko, who was chief investment officer of GenSpring Family Offices between 1999 and 2011. It is based in West Palm Beach, FL, and provides discretionary wealth management services.

The rest of the firm’s team is made up of Amy Heaney, who is also formerly of GenSpring, as director of operations and compliance, and Colin Hickey, a recent graduate of Florida State University, as an investment analyst.

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