RIA Strategic Blueprint Names Former FS Investments Exec as New EVP
Strategic Blueprint, an independent registered investment adviser firm, has named David Pittman to the newly created role of executive vice president. In his new role, Pittman will focus on building out the firm’s capabilities and offerings, while attracting financial advisors to its platform.
Strategic Blueprint LLC, an independent registered investment adviser firm, has named David Pittman to the newly created role of executive vice president. In his new role, Pittman will focus on building out the firm’s capabilities and offerings, while attracting financial advisors to its platform.
With 16 years of experience with retail alternatives distribution, Pittman most recently spent six years at FS Investments, a retail alternative investments firm. While at FS, he served as a regional sales director and served on the company’s management advisory committee. Pittman also spent nearly nine years as an alternative investment wholesaler at Wells Real Estate Funds.
“Over his 16 years in the distribution space for retail alternatives, a longstanding area of focus for our organization, David has worked closely with thousands of financial advisors, bringing a unique blend of empathy, perspective and expertise in helping them to address challenges and capture new opportunities,” said Clive Slovin, president and CEO of SFA Partners.
Pittman holds a bachelor’s in business administration from the University of Georgia, as well as the certified investment management analyst and chartered alternative investment analyst professional designations.
The Strategic Financial Alliance Inc., a privately owned independent broker-dealer with $4.9 billion in advisory and brokerage assets, launched Strategic Blueprint in April in alliance with TD Ameritrade. Both Strategic Financial Alliance and Strategic Blueprint are part of the SFA Partners family of financial services companies.
Strategic Blueprint’s platform offers custody, clearing, product due diligence, technology, compliance and wealth management for independent financial advisors across the country.
