David Canter, the former head of RIAs and family offices at Constancy Institutional and ephemeral president of Bluespring Wealth Companions, has joined Make investments.Inexperienced, a membership-based community aiming to democratize inexperienced investing, as senior advisor and chief enterprise improvement officer for its upcoming particular objective acquisition firm.
“David’s fame precedes him as an admired and influential professional whose contacts and fame are second to none. His understanding of the RIA business will present Make investments Inexperienced invaluable perception and entry,” Make investments Inexperienced CEO Andrew McLean mentioned in an announcement.
Canter stepped down as president of Bluespring, the RIA acquisition arm of Kestra Holdings, in 2023. In February of final yr, he became a strategic advisor to the choice funding platform CAIS. Final June, he joined the board of directors at Parallel Advisors, an RIA with greater than $8 billion in consumer belongings. He’s additionally the CEO of Finley Level Technique LLC, a consulting agency for the wealth, asset administration and fintech ecosystem.
Previous to becoming a member of Bluespring, Canter spent 13 years at Constancy Institutional, the place he led the RIA and household workplace segments.
Camas, Wash.-based Make investments.Inexperienced seeks to carry sustainable methods as soon as reserved for establishments to accredited traders. It’s a membership-based community of corporations, retail traders, monetary advisors and different stakeholders within the inexperienced economic system. It goals to create a mannequin much like that of the Rules for Accountable Funding, which has over 5,000 members. Make investments.Inexperienced offers an impartial platform for these corporations to get their tales out to retail traders and their advisors.
“Make investments Inexperienced’s mission to democratize entry to institutional high quality alternatives is one I’m proud to be part of, and I’m honored to hitch its distinguished crew,” Canter mentioned in an announcement.
