Nepsis® Welcomes Troy Williams as Senior Vice President of Strategy and Corporate Development
06 Agosto 2024 - 7:58AM
Business Wire
Industry veteran will oversee firmwide growth
in a newly created role, supporting Nepsis’ ongoing expansion
Nepsis, Inc. (“Nepsis”), a national financial advisor and
investment management firm, today announces the appointment of
financial services industry veteran Troy Williams to the
newly created position of senior vice president of strategy and
corporate development. In this capacity, Williams will play a key
role in advancing Nepsis’ ongoing operational evolution.
This appointment comes as Nepsis continues to expand, as marked
by its recent acquisition of Sevenich, Butler, Gerlach &
Brazil, Ltd. The firm recently introduced specialized tax
services and launched an estate planning division to build upon
its existing family office framework. The creation of the strategy
and corporate development role is a direct response to these
strategic developments, underscoring the firm’s commitment to
broadening its service offerings and operational capabilities.
In his new role, Williams will guide the firm’s increasingly
complex organizational structure and strategy. He will lead the
firm's mergers and acquisitions efforts, screening potential
opportunities and managing the integration process for new firms
entering the Nepsis organization. Williams will also be responsible
for identifying and establishing partnerships with financial
services firms that can support Nepsis' growth.
"As we expand our services and enhance our advisors’ ability to
serve their clients with greater clarity, Nepsis is at an exciting
inflection point,” said Mark Pearson, founder and CEO of
Nepsis. “As we continue on this trajectory, we need
exceptionally talented and experienced business leaders with proven
track records in implementing successful strategic initiatives. We
are confident we have found that leader in Troy."
With more than 15 years of experience, Williams joins Nepsis
from U.S. Bancorp, where he served as senior vice president of
enterprise strategy. In this role, he collaborated with vice chairs
and other business leaders to develop growth and operational
strategies, particularly in wealth management, global markets,
commercial banking and specialty finance. Prior to U.S. Bancorp,
Williams held similar positions at Ameriprise Financial, McKinsey
& Company and Best Buy, where he demonstrated substantial
prowess in driving strategic initiatives and operational
improvements.
"It’s energizing to join Nepsis at such a pivotal time in its
growth. I look forward to helping navigate the complexities and
opportunities often associated with expansion,” said
Williams. "The company’s dedication to continually evolving
its service and support for advisors aligns perfectly with my
values and my passion for this industry. I am proud to be a part of
Nepsis during this transformative period."
Williams’ hire follows a series of key personnel additions,
including Malia Haskins as VP of the newly launched estate
planning division and Amanda Butler as the firm's first
chief technology officer. He will report directly to Matt
Pearson, president at Nepsis, who was recently tasked
with overseeing the development of the firm's family office
framework.
To learn more about Nepsis® visit nepsisinc.com.
About Nepsis®
Nepsis, Inc., headquartered in Minneapolis, Minnesota, is an
independent financial advisor and investment management firm
founded by Mark Pearson. The team at Nepsis® is driven to provide
the power of clarity™ to the individual investor so that they can
accomplish their investment and planning goals. Mark Pearson, as
the Founder and CEO, shares his experience through various
channels, including co-hosting the "It’s All About Clarity®"
podcast, which challenges mainstream advice on money, investing,
and the economy. Additionally, the firm conducts retirement
planning lectures in Minneapolis and nationwide. Pearson has
contributed his insights to national media outlets such as U.S.
News and World Report, Wealth Management magazine and
Entrepreneur.
Advisory Services offered through Nepsis, Inc.; an SEC
Registered Investment Advisor. Learn more about Nepsis, Inc. and
how to Invest with Clarity® at https://nepsisinc.com/.
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Media Contact Nepsis@streetcredpr.com Tom Warburton
347-400-3483 Tommy@streetcredpr.com Lindsay McCoy 906-322-4982
Lindsay@streetcredpr.com