BOSTON–(BUSINESS WIRE)–Verdence Capital Advisors, a leading private wealth advisory firm, is announcing today that Dwight Davenport has joined the firm as Executive Director, Private Wealth Advisor at its newest office location in Boston, MA. The move signifies the firm’s commitment to providing personalized financial planning services to clients in the New England area.
Mr. Davenport brings more than 30 years of wealth management and leadership experience to the Verdence private wealth advisory team. Prior to joining Verdence, he co-founded GreenPort Capital Advisors, which focused on providing investment management strategies and specialized client services to families and trustees. Before GreenPort, Mr. Davenport was a Principal at Vodia Capital, a boutique asset management firm in Concord, MA, where he worked with families on investment planning, management, and advising. His specialties also include working with trustees managing special needs trusts for families with members who have profound physical or mental challenges. Mr. Davenport’s three decades of experience will now contribute to client acquisition and growth at Verdence, with a focus on providing financial planning and investment management services.
“It’s not every day you’re able to add an industry veteran like Dwight,” said Leo Kelly, Founder, CEO & Partner with Verdence. “The exceptional loyalty, proficiency, and leadership he’s shown his clients over the course of his career is palpable. Subsequently, combining the extensive resources of Verdence with his existing connections in Boston and the surrounding New England area provide a tremendous opportunity for growth by delivering enhanced solutions to the market.”
“For the last 30 years, my primary function has been helping clients consolidate, coordinate, and organize their financial lives,” said Davenport. “During my time in the wealth management space, I’ve never seen an organization provide its employees with such sophisticated resources like Verdence. Having a chance to take advantage of these new initiatives and capabilities will only help further my ultimate goal, which is to provide clients with the financial solutions they need in order to reach their goals. I couldn’t be more excited to join the team and bring the Verdence culture to Boston.”
With the opening of a Boston office, Verdence now has a physical presence in Massachusetts, Maryland, Virginia and Florida.
“Personalized services require in-person connections, and we’re thrilled to add Boston to the growing list of places where we now have a presence,” added Kelly.
More information on Verdence Capital Advisors can be found here: https://verdence.com/
About Verdence Capital Advisors
Verdence Capital Advisors is a private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with offices in Northern Virginia, Naples, FL, and now Boston, MA. Committed to the principle that advice should be transparent, customized, and given without bias, true independence is one of the guiding principles of Verdence Capital Advisors.
For more information, visit: www.verdence.com
