Former bank executive starts wealth management firm
- June 20, 2016
A former bank executive has launched a Richmond-based wealth management firm.
The company, ACIMA Private Wealth, is an independent Registered Investment Advisory firm.
ACIMA was founded by Gary M. Gore, who formerly was Virginia president of Bank of America and mid-Atlantic region executive for U.S. Trust. He is ACIMA’s president and CEO.
“We want every client’s journey at ACIMA to be a different experience to what they may have had in the past with a financial advisory firm,” Gore said in a statement. “Our clients will find that we are easy to do business with, taking a custom approach to their objectives and building a flexible financial plan that reflects their values.”
Joining Gore are managing directors Ardavan Mobasheri, previously chief economist at the American International Group (AIG), and Tanya Orr Bird, former senior investment strategist for the Greater Virginia region at Wells Fargo Private Bank.
Matt Williams serves as the firm’s vice president and wealth advisor.
ACIMA offers financial planning, investment management, family wealth services and private banking, working with clients who typically maintain at least $5 million in liquid assets.