Michael Gardia, a certified financial planner, will manage lead generation and general recruiting, and provide hands-on consulting and recruitment services to firms via Propel. He will also oversee the West Coast recruiting team based in Los Angeles.
Gardia founded the executive placement firm Rival Sourcing in 2017. Before that, he was a financial advisor with Ameriprise and JPMorgan. He was with JPMorgan Securities from 2012 to 2015, Chase Investment Services from 2010 to 2012 and Ameriprise from 2008 to 2010, according to his report on BrokerCheck.
“Rizzo’s and Gardia’s expertise as managing directors will be critical as FA Match grows its base of advisors” in the $500 million-plus assets under management range, it said.
“Recruiting is a people-first business, and FA Match has figured out how to scale it with a search capability that is unparalleled,” Gardia said. “As both an advisor and a recruiter, I know how groundbreaking this platform is, and can be, for the entire industry,” he said, adding: “We’re just getting started.”
Also joining the FA Match leadership team are Bonnie Noble as director of customer success, Alex Katsabanis as vice president of recruiting, and account executives Miles Robertson, August Van and Josh House, who join FA Match from Rival Consulting and are based in Los Angeles.
Noble, who most recently led onboarding and training programs for the aggregation platform CircleBlack, will lead sales, onboarding and adoption for advisors and firms that use FA Match.
Katsabanis is based in Miami and brings over 20 years of experience in business and transition consulting to FA Match. In his role, Katsabanis will focus on lead generation for FA Match’s 90-Day-Sprint offering, a consulting service for firms seeking quick results, FA Match said.
FA Match is free for advisors. Firms pay a monthly fee of $200 to use the platform, and a flat fee of $10,000 once the advisor is placed. As of Saturday, FA Match had facilitated 1,168 connection requests between advisors and firms, it said. The average AUM of advisors active on the FA Match platform is $64.2 million, while the average AUM of firms is $10.6 billion, it added.