$15B OnePoint BFG Hires CFO, Executive Directors

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We are experiencing some temporary issues. The market data on this page is currently delayed. $15B OnePoint BFG Hires CFO, Executive Directors Diana Britton Tue, December 16, 2025 at 6:09 AM PST 2 min read You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OnePoint BFG Wealth Partners, a registered investment advisor backed by Rise Growth Partners, has beefed up its senior leadership team with four new executives. That includes Alex Mostovoi, a former chief operating officer and chief financial officer at Emigrant Partners, who joins the RIA as CFO. Mostovoi replaces Jeremy Groff, who joined asset management firm Lazard as head of corporate FP&A in July. Mostovoi was previously at Emigrant for about seven years, leading strategic planning, P&L management and investment activities. Prior to that, he served as director of finance at Focus Financial Partners. OnePoint BFG also recruited Carlos Noriega as executive director of advisor solutions, a newly created role. He joins from Morgan Stanley, where he was an executive director. Molly McClure has joined the RIA as executive director of marketing, a new role. She was previously with Intelliflo, a wealthtech platform recently acquired by Carlyle, as head of marketing. Zoie Silver has come on board as OnePoint BFG’s executive director of advisor experience, also a new role. She previously spent 14 years with Beacon Trust, most recently as chief of staff and managing director. In total, the RIA has added more than 40 team members this year. This follows news in October that OnePoint BFG acquired Spahn Financial Partners, a Chicago-based advisory practice with $2 billion in assets under management. It is the firm’s largest deal to date, bringing its total client assets to over $15 billion and the number of professionals nationwide to 200. OnePoint BFG rebranded over the summer to signify its role as a one-stop shop for clients’ financial needs; the firm was previously known as Bleakley Financial Group, which became Rise Growth Partners’ first RIA investment last year. Rise Growth is the RIA investing company launched last year by former United Capital CEO Joe Duran. Since Rise Growth’s investment, OnePoint has launched an equity program for its advisors, hired a new chief growth officer, Adam Roosevelt, and dropped its brokerage affiliation with LPL Financial in a move toward fee-based services. Roosevelt left the firm in September, according to LinkedIn, and they’ve not yet hired a replacement. Fairfield, N.J.-based OnePoint BFG was founded in 1985 by twin brothers Scott and Andy Schwartz as a practice affiliated with Northwestern Mutual. View Comments Terms and Privacy Policy Privacy Dashboard More Info Weʼre unable to load stories right now.
