Bridgemark Strategies adds three new hires

Bridgemark Strategies, a Charlotte, NC-based consultancy focusing on financial advisors, has hired Jason Hawn, Timari Robison, and Travis Boak.

The three professionals bring a combined 50 years of recruiting experience in the wealth management industry.

The talent addition comes after the company's 2023 launch of Bridge Marketplace, a curated database of financial advisory owners looking to hire next-generation advisors at their firm.

“The addition of Jason, Timari, and Travis enhances our comprehensive recruiting, onboarding, transition, succession planning, and business consulting expertise. Their experience across the independent, bank, and wirehouse channels is a great complement to our strong team,” said Jeff Nash, CEO and co-founder of Bridgemark Strategies.

Jason Hawn (managing director, Philadelphia) brings 17 years of industry experience. He previously was a recruiter at Ameriprise Financial, where he worked on large transitioning projects. Before that, Hawn worked as a wholesaler at Mainstay Investments and Hartford Funds/Planco.

Timari Robison (managing director, Houston) previously spent 25 years with Ameriprise, focusing on experienced advisor recruiting. She most recently led women recruiting efforts across all three of the bank’s platforms.

Travis Boak (SVP, Asheville, NC) most recently was regional director for business development at Cetera. Before that, he held sales roles at Black Creek Capital Markets and Transamerica.

Bridgemark was founded in 2013 and has grown to 16 advisor-facing recruiting and business development specialists. The boutique firm specializes in supporting financial advisors and advisory firms with the changing of broker-dealers or selling/merging their businesses.