Advisor360 is looking to kickstart its next leg of growth with a veteran hire from Bank of America.
The enterprise fintech provider has announced the appointment of Abbe Gálvez Cordón as senior vice president of strategy and corporate development. In this newly established position, Gálvez Cordón will oversee the company's development and growth initiatives, reporting directly to chief executive officer Mike Fanning.
Gálvez Cordón brings a wealth of experience in both wealth management and technology.
Before joining Advisor360, she served as managing director, head of wealth and WealthTech investment banking at Bank of America. In that role, she was instrumental in building the bank’s WealthTech practice from its inception, collaborating with numerous companies in the sector.
"We’re excited that Abbe is joining the Advisor360 leadership team,” Fanning said in a statement.
Fanning, the former head of MassMutual US, took the chief executive position at Advisor360 just last month, stepping into the shoes of the now-retired Richard Napolitano.
Citing Gálvez Cordón’s “deep understanding of wealthtech,” along with her “experience and strategic acumen,” he said the fintech provider’s new hire “will lead the evolution of our strategy and identify organic and inorganic opportunities.”
During her 16-year tenure at Bank of America and Merrill Lynch, Gálvez Cordón held significant leadership positions, including managing director in corporate strategy. There, she played a contributing role in writing the bank's inaugural strategic plan and establishing the strategic planning process.
As chief operating officer of US Trust, now Bank of America Private Bank, she spearheaded the organization’s growth strategy and technology investments.
Fanning expects her to “help drive innovation and guide the company through our next phase of growth."
Most recently in May, Advisor360 secured a partnership with GWN Securities, the national IBD and RIA, to build a new technology platform for its advisors.
Looking to refine your strategy for investing in stocks in the US market? Discover expert insights, key trends, and risk management techniques to maximize your returns
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
