World Investment Advisors, Formerly Pensionmark, Names New CFO
Financial advisory firm World Investment Advisors and the financial services division of World Insurance Associates LLC has named Kevin Ryan as chief financial officer. In this role, Ryan will be responsible for the financial management of the firm and partner with its businesses to manage capital allocation, support growth initiatives, and manage and mitigate risk. He will report to Troy Hammond, World Investment Advisors’ chief executive officer, and become a member of the firm’s executive team.
“Kevin has a proven track record of delivering sustained shareholder value, managing complicated [mergers and acquisitions] transactions, and developing and implementing operational efficiencies,” Hammond said. “His diverse background and expertise within the financial management realm will prove advantageous for our next phase of growth.”
Ryan’s addition to the team follows World Investment Advisors rebranding from Pensionmark in July. Today, the firm supports over $55 billion in assets across its institutional and wealth management segments. In the last two years, the wealth management division has grown from $1 billion in assets under management to $11.5 billion.
Ryan has 24 years of financial management and executive experience. He also has an extensive M&A background, including industry operating experience for private equity-owned institutions along with enterprise-grade capital management capabilities to support World Investment Advisors’ aggressive organic and acquisition growth goals.
Before joining the firm, he was CFO of Xactus from 2022 to 2024, a leading verification innovator for the mortgage industry.
“Joining [World Investment Advisors] during this time of exponential growth and innovation is very exciting,” Ryan said. “I look forward to driving the overall financial strategy while partnering with the broader team to build on our market momentum and revenue growth.”
Ryan holds an MBA from Carnegie Mellon University and a bachelor’s degree in accounting from Cabrini University. He previously held his CPA license. Ryan will be based out of Philadelphia.
World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisers and staff across more than 65 U.S. locations with thousands of retirement plan and wealth management clients. Advisory services are offered by World Investment Advisors LLC. Securities are offered by Pensionmark Securities LLC. World Investment Advisors is affiliated through common ownership with Pensionmark Securities. Founded in 2011, World Insurance Associates LLC is headquartered in Iselin, N.J., and is a full-service insurance and financial services organization providing individuals and businesses with top products and services.
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