Skip to content

SFA Partners Appoints Industry Vet, Current COO as President

Jamie Mackay

SFA Partners, a family of financial service companies, has promoted Jamie Mackay to the position of president. In addition to his new role, Mackay will continue to fulfill his current responsibilities as chief operating officer.

“I am thrilled to elevate Jamie to president in recognition of his pivotal role in driving much of the strategy and execution that has fueled the ongoing successful evolution of SFA Partners and its subsidiaries over the past several years,” said Clive Slovin, chief executive officer of SFA Holdings, the parent company of SFA Partners, and outgoing president of SFA Partners.

“Equally important, Jamie’s promotion marks the start of the next stage of our firm’s growth vision, with continued investments in our organization that will drive further success for SFA Partners and its affiliated financial advisers,” added Slovin.

Headquartered in Atlanta, SFA Partners said it is known across the wealth management industry for delivering a personalized service experience that empowers independent financial advisers. Slovin and team launched the organization two decades ago with a group of financial advisers seeking true independence to help them better serve their clients. Today, SFA Partners encompasses three companies: Strategic Blueprint, an independent registered investment adviser; The Strategic Financial Alliance, a full-service independent broker-dealer and corporate RIA; and SFA Insurance Services.

Mackay joined SFA Partners from Transamerica Capital Inc. in 2017 as vice president of business development and became executive vice president and chief operating officer in 2022. With 30 years in the financial services industry, Mackay has been responsible for the firm’s day-to-day operations and has focused on the development and execution of strategies that align resources, expertise, platforms, and tools to effectively support financial advisers’ business growth.

Mackay holds FINRA Series 6, 7, 24, 26, 63, and Securities Industry Essentials licenses.

“It’s an honor to be named president of such a well-respected firm and serve some of the best independent advisers in the business, many of whom have been with SFA Partners from the beginning,” said Mackay.

“Our ongoing success underscores how small-to-midsized enterprises offering a differentiated culture, community, and service model for financial advisers will continue to stand out in a fast-consolidating industry where personalized support has increasingly been supplanted by cookie cutter-solutions,” added Mackay.

SFA Partners provides shared services for The Strategic Financial Alliance, an independent broker-dealer and corporate RIA; Strategic Blueprint, an independent RIA geared to serving fee-based advisers; and SFA Insurance Services. Collectively, the firms serve more than 150 advisers across the nation and manage about $7 billion in assets.

Click here to visit The DI Wire directory page.