People Moves

Phoenix Wealth Manager Names Four To Advisory Board

Vanessa Doctor 22 October 2010

Phoenix Wealth Manager Names Four To Advisory Board

WealthPoint, provider of succession, legacy and life insurance planning to high net worth individuals, has named new members to its advisory board.

Robert Boulware, Michael Olsen, Steven Pidgeon, and Paul Walsh now make up the four-person team, which the company says will be eventually increased to eight. Board expansion is not set to take place until late next year.

Boulware brings over 19 years of boardroom experience to the firm, having been director for the likes of Gainsco Auto Insurance and trustee for Met Life Investor Series Trust. He also was the president and chief executive of ING Funds Distributor from 1992 to 2006.

Olsen is presently the chief financial officer, treasurer and corporate secretary for a private real estate firm. He had also worked for 16 years with Bank of America, with a focus on financial analysis, investment management, trust administration, portfolio management, and the like.

Pidgeon specializes in securities offerings, mergers and acquisitions, and recapitalizations, among others, and currently serves as co-managing partner at DLA Piper's Phoenix office. Walsh, a former chairman and CEO of eFunds Corporation, also has been owner and CEO of consulting firm PWM Management.

The advisory board will convene quarterly.

WealthPoint was established in May 2010 by managing director Ryan Barradas to serve affluent families and middle-market clients, and family-owned and controlled companies.

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