Vincent Gimarelli

About Vincent Gimarelli

I am a senior wealth management executive with 30+ years of experience specializing in the RIA space. As Chief Development Officer at Sowell Management, I lead enterprise growth across business development, organic advisor recruiting, strategic partnerships, investment management distribution, and mergers & acquisitions.Throughout my career, I have led and advised RIAs, platform firms, and investors through complex growth initiatives, including enterprise development, M&A sourcing and integration, partnership strategy, and organizational transformation.My experience spans national consulting, platform leadership, and hands‑on advisory roles, with a consistent focus on building durable, culturally aligned growth.At my core, I am an advocate for advisors, clients, and teams—committed to intentional growth that preserves independence and delivers long‑term value.

Experience

1. Chief Development Officer

   Sowell Management

   Feb 2026 — Present · US

   Lead enterprise growth strategy for Sowell Management, a national RIA platform serving independent financial advisors. Responsible for business development, organic advisor recruiting, investment management growth and distribution, and strategic relationship management, in alignment with Sowell’s advisor first culture and long term vision.Oversee the Business Development and Growth team, setting strategic direction to support advisor success, platform adoption, and enterprise expansion. Partner closely with executive leadership on mergers and acquisitions strategy, including sourcing, evaluation, and integration of opportunities that enhance Sowell’s capabilities, cultural alignment, and scale.Serve as an advocate for advisors, clients, and internal teams—ensuring growth initiatives, partnerships, and M&A efforts are intentional, well governed, and focused on delivering sustainable, long term value as the wealth management industry evolves.

Education

• Portland State University

  Bachelor of Science - BS, Business Administration and Management, General

Skills

• Financial Services
• Sales Management
• Investment Advisory
• Asset Management
• Customer Retention
• New Business Development
• Investments
• Marketing Strategy
• Investment Strategies
• Marketing Management
• Asset Allocation
• Registered Investment Advisor
• Family Office
• Managing Accounts
• New Business Acquisition
• Client Retention
• Managerial Finance
• Financial Management
• Managed Accounts
• Wealth Management
• Alternative Investments