James Burton brings decades of financial industry leadership experience with proven track record of driving innovation and executing growth plans

OVERLAND PARK, Kan. – Prime Capital Investment Advisors (PCIA) announces the appointment of James Burton as the newly elected Independent Director of the firm’s Board of Directors. With a distinguished career in financial services, Burton’s extensive industry knowledge, strategic thinking, and innovative approach are set to drive PCIA’s growth and solidify its status as a leading financial services firm.

“I have no doubt James will help propel PCIA towards becoming the best professional services firm in the country” Post this

Burton’s career is marked by transformative leadership roles at some of the largest financial firms in the country. In his most recent role as a chief growth officer and chief marketing officer with Personal Capital, he drove significant revenue growth and business development, contributing to the company’s acquisition by Empower. His tenure in the industry also includes roles such as executive vice president and managing director at Fidelity Investments where he made his mark modernizing marketing strategies and enhancing client services through new innovative offerings and developing groundbreaking client engagement tools. Prior to Fidelity, Burton spent several years in leadership roles with Charles Schwab.

“James’ exceptional track record for driving strategic growth makes him an invaluable addition to our Board of Directors,” said Glenn Spencer, chief executive officer of Prime Capital Investment Advisors. “His deep industry experience and forward-thinking mindset will be instrumental in advancing our strategic initiatives and enhancing the value we provide to our advisors and clients.”

Burton’s diverse background encompasses retail client services, advisor platform development, and comprehensive marketing strategies. His commitment to revolutionizing end-user experiences and delivering superior financial advice aligns perfectly with PCIA’s mission.

“We are thrilled to welcome James to our team,” said Scott Colangelo, chairman and managing partner of Prime Capital Investment Advisors. “His strategic vision and marketing acumen will play a crucial role as we continue to enhance our advisory services. James’s cross-section of experience across retail and advisors will provide unique insight as we develop new strategies to benefit our clients.”

Burton’s addition to PCIA’s Board is a testament to its ongoing growth and commitment to aligning with top talent. His expertise will support the firm’s continued expansion.

“I have no doubt James will help propel PCIA towards becoming the best professional services firm in the country,” said James Scola, Partner at Abry Partners, a private equity firm with a minority stake in PCIA and a member of its Board of Directors. “We are thrilled with PCIA’s performance since our investment and adding someone as highly regarded as James who also shares the philosophical and cultural values will certainly be additive to PCIA.”

Prime Capital Investment Advisors is renowned for its client-centric approach, balancing wealth management advisory and retirement plan advisory services. The firm’s Advisory Board plays a pivotal role in setting the direction for the organization and ensuring that operations meet the clients’ evolving needs.

About Prime Capital Investment Advisors

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital

About Abry Partners

Abry Partners is one of the most experienced and successful sector-focused private equity investment firms in North America. Since its founding in 1989, the firm has completed over $90 billion of leveraged transactions and other private equity or preferred equity placements. Currently, the firm manages over $5.0 billion of capital across its active funds. For more information about Abry Partners, visit www.abry.com.

Contacts

Gregory FCA for Prime Capital Investment Advisors
Kristen Barbaresi
Email: [email protected]
Phone: 507-269-4187

Source : https://www.businesswire.com/news/home/20240710914350/en/Prime-Capital-Investment-Advisors-Welcomes-James-Burton-as-Independent-Director-of-Advisory-Board