Prime Capital Investment Advisors Welcomes James Burton as Independent Director of Advisory Board
July 10 2024 - 9:00AM
Business Wire
James Burton brings decades of financial
industry leadership experience with proven track record of driving
innovation and executing growth plans
Prime Capital Investment Advisors (PCIA) announces the
appointment of James Burton as the newly elected Independent
Director of the firm’s Board of Directors. With a distinguished
career in financial services, Burton’s extensive industry
knowledge, strategic thinking, and innovative approach are set to
drive PCIA’s growth and solidify its status as a leading financial
services firm.
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James Burton, Independent Director, Prime
Capital Investment Advisors Advisory Board (Photo: Business
Wire)
Burton’s career is marked by transformative leadership roles at
some of the largest financial firms in the country. In his most
recent role as a chief growth officer and chief marketing officer
with Personal Capital, he drove significant revenue growth and
business development, contributing to the company’s acquisition by
Empower. His tenure in the industry also includes roles such as
executive vice president and managing director at Fidelity
Investments where he made his mark modernizing marketing strategies
and enhancing client services through new innovative offerings and
developing groundbreaking client engagement tools. Prior to
Fidelity, Burton spent several years in leadership roles with
Charles Schwab.
“James’ exceptional track record for driving strategic growth
makes him an invaluable addition to our Board of Directors,” said
Glenn Spencer, chief executive officer of Prime Capital Investment
Advisors. “His deep industry experience and forward-thinking
mindset will be instrumental in advancing our strategic initiatives
and enhancing the value we provide to our advisors and
clients.”
Burton’s diverse background encompasses retail client services,
advisor platform development, and comprehensive marketing
strategies. His commitment to revolutionizing end-user experiences
and delivering superior financial advice aligns perfectly with
PCIA’s mission.
“We are thrilled to welcome James to our team,” said Scott
Colangelo, chairman and managing partner of Prime Capital
Investment Advisors. “His strategic vision and marketing acumen
will play a crucial role as we continue to enhance our advisory
services. James’s cross-section of experience across retail and
advisors will provide unique insight as we develop new strategies
to benefit our clients.”
Burton's addition to PCIA’s Board is a testament to its ongoing
growth and commitment to aligning with top talent. His expertise
will support the firm's continued expansion.
“I have no doubt James will help propel PCIA towards becoming
the best professional services firm in the country,” said James
Scola, Partner at Abry Partners, a private equity firm with a
minority stake in PCIA and a member of its Board of Directors. “We
are thrilled with PCIA’s performance since our investment and
adding someone as highly regarded as James who also shares the
philosophical and cultural values will certainly be additive to
PCIA."
Prime Capital Investment Advisors is renowned for its
client-centric approach, balancing wealth management advisory and
retirement plan advisory services. The firm’s Advisory Board plays
a pivotal role in setting the direction for the organization and
ensuring that operations meet the clients’ evolving needs.
About Prime Capital Investment Advisors
Prime Capital Investment Advisors provides a client-centric team
approach to full-service financial planning, including fee-based
asset management and wealth management through its Prime Capital
Wealth Management brand. Through its Qualified Plan Advisors brand,
the firm also provides retirement plan advisory services, as well
as plan participant education. PCIA currently has 70 locations
throughout the United States, with investment advisor
representatives serving clients across the nation. Advisory
services offered through Prime Capital Investment Advisors, LLC.
(“PCIA”), a Registered Investment Adviser. PCIA doing business as
Qualified Plan Advisors (“QPA”) and Prime Capital
About Abry Partners
Abry Partners is one of the most experienced and successful
sector-focused private equity investment firms in North America.
Since its founding in 1989, the firm has completed over $90 billion
of leveraged transactions and other private equity or preferred
equity placements. Currently, the firm manages over $5.0 billion of
capital across its active funds. For more information about Abry
Partners, visit www.abry.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240710914350/en/
Gregory FCA for Prime Capital Investment Advisors Kristen
Barbaresi Email: pciapr@gregoryfca.com Phone: 507-269-4187