About FA Match
At FA Match, we believe that when advisors find purpose and fulfillment in their careers, firms will thrive. And their clients will, too.
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At FA Match, we believe that when advisors find purpose and fulfillment in their careers, firms will thrive. And their clients will, too.
Twenty years ago, Ryan Shanks was a rookie recruiter who'd been thrown into the financial services space with the task of placing discontent brokers at firms looking to attract more talent. His first day on the job, he was given only three things in his arsenal: a phone, a contact list, and a script. With those in hand, he promptly set his finger down on the first row and dialed the number.
When the Merrill Lynch advisor picked up the phone, Ryan simply asked, "What's Missing, and what do you need to fix it?"
There was silence. After many seconds, the advisor spoke up and told Ryan that a recruiter had never asked him what he wanted or what he needed.
That set Ryan on a mission of fixing the conflict-ridden, fee-driven recruitment industry. Decades later, he partnered with Chief Technology Officer, Eric Savage, and FA Match was born.
At FA Match, we believe that advisors and firms can leverage technology to build more meaningful and more profitable connections with one another - and when we do this, firms will thrive and advisors will be better equipped to change lives.
CHECK OUT OUR BLOGOur vision is to create a better recruitment experience for advisors and firms, and in turn, eliminate the misalignment in goals and values that often inhibits long-term success.
Ryan has over 20 years of experience in financial services. Prior to FA Match, he served in a leadership role for two Independent Broker Dealers where he managed national recruiting and internal succession strategies. Since 2000, he has managed and helped negotiate the transition of more than $200M in commission and advisory revenue. Above everything else, Ryan is a proud husband and father of two boys and a girl.
Eric has been in software development for well over 20 years and has spent time in the largest of companies and the smallest of startups. Prior to FA Match he spent most of his time in large scale development organizations, usually in a core engineering role.
Eric has been a contributor to several open source efforts over the years and still makes a point to write code daily and stay sharp.
Amy has 20 years of experience within financial services firms like Legg Mason, Deutsche Bank and Alex Brown, first working on client advisor teams and then managing them. In all phases of her career, her central focus has been to advocate for client advisors and their clients needs.
Amy spent 15 years in Miami, FL supporting advisors with both domestic and international clients and is especially equipped to understand their unique needs.
Michael has a Dual Emphasis MBA in Finance and Financial Planning from California Lutheran University and BA in Psychology from California State University, Channel Islands. He is a former CFP with over 10 years of experience in Wealth Management as a Financial Advisor, Investment Planning Specialist and Investment Product Specialist where he finished his career with JPMorgan in San Francisco.
Leveraging his experience in the field, Michael's goal is to bring unrivaled insight and knowledge to the conversation around the best practices for both Financial Advisors and Wealth Management firms alike.
As Director of Customer Success, Bonnie Noble will lead sales, onboarding, and adoption for advisors and firms who use FA Match. For over 15 years, Noble has worked with leading SaaS technology companies focused on prioritizing the client experience, improving lead conversion through utilizing tech stack functionality, and expanding advisor adoption of software platforms.
Most recently, Noble led onboarding and training programs for the aggregation platform, CircleBlack. Other past clients include T-Mobile/Sprint. Noble is based in Denver.
Alex brings to FA Match 7 years of experience in the Recruiting Industry. He is a specialist in recruiting Financial Advisors for the banking and finance markets, with a focus on Wirehouse, Regional, Independent firms, RIA firms and National banks. Alex received his Bachelor's Degree from St. Thomas University.
When he isn't matching great advisors with great firms, you can find Alex scuba diving, snorkeling, salt water fishing and spending time with family.
Josh has a Bachelor's degree from California Polytechnic State University, San Luis Obispo. He brings with him years of experience in a multitude of industries that gives him the perspective required to execute the recruiting and sourcing efforts of the FA Match team.
With a Bachelor's degree in cultural anthropology, Miles had almost two decades in the hospitality industry, until he joined forces with a longtime friend in the Financial Advisor Recruiting business. His career journey has taken him from a small hotel in Santa Barbara, to the game changing recruiting firm FA match where his years of working in the hospitality industry has developed a great sense of diplomacy, the ability to empathize with others, and an innate ability to listen to to people's needs.
In addition to hospitality and recruiting, Miles enjoys home brewing IPAs, smoking large pieces of meat, backpacking (the Pacific NW- the greatest), skateboarding, surfing, writing, and watching Disney movies with his wife and daughter.
August brings over 4 years of recruiting experience specifically in financial services. She is now aligned with FA Match as an Account Executive. Prior to FA Match August served as the CEO for an independent recruiting firm that specialized in transitioning financial advisors. She believes that advisors and firms alike can anchor their investments in technology with FA Match in order to build a more significant and advantageous relationship with one another.
August is excited to be a part of a company that exemplifies integrity above all else. When not recruiting, you can find August capturing the details of the human form with her camera, nurturing her community and supporting the growth of her two beautiful, baby-giant boys!