$15B Kingswood Taps Eudaimonia for New CIO

Tags: Personnel, RIA

Kingswood US, an independent wealth management firm network with $15B in client assets, announced the appointment of Scott Poore as the new chief investment officer of Kingswood Wealth Advisors.

In the new role, Poore will oversee the rebranded Kingswood Eudaimonia Asset Platform (KEAP), a turnkey asset management platform (TAMP) that provides advisors access to customized and curated portfolios. He most recently served as the CIO for the Eudaimonia Group since 2019, according to his LinkedIn profile, and held an advisory role at Southern Edge Wealth Management, a member of Eudaimonia Advisors network. 

Prior to joining Eudaimonia, Poore was with B. Riley Wealth Management for seven years, serving as a senior vice president and director of investment solutions, where he reviewed and created investment policy statements for affluent investors and institutions. He also held a leadership role at Morgan Keegan and began his 22-year career as a tax analyst at PricewaterhouseCoopers.

KEAP was created when Eudaimonia Asset Management entered a strategic alliance with Kingswood US which resulted in EAM’s services becoming a resource for Kingswood advisors, as reported by Dakota on September 25, 2024. Through the platform, advisors will now have access to 40 investment portfolios catering to diverse investor profiles, offering a wide spectrum of asset allocations, risk levels, and investment horizons.

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Written By: Dakota

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