A Message from our Founder and Chairman Scott SpieringJune 24th, 2021 by Anchor Bay Capital's Investment Team
When I started Anchor Bay Capital almost 30 years ago, my goal was to build a firm that would take care of my clients for their lifetimes. Our firm’s mission has always been to do everything that can be done to preserve your principal while achieving life’s most important goals. In keeping with this vision over the past few years, we have built a very strong team and have expanded the services we offer. I am pleased to say that Anchor Bay Capital is now a full service comprehensive wealth management firm offering in-house financial planning, investment management and tax planning services. I am very proud of the team and the firm we have built here at Anchor Bay.
Because we have such a strong team in place, I am excited to announce that I will be stepping down as President & CEO so that I can go back to focusing on what I love most, which is working directly with my clients and managing their investments. I will continue to serve as Chief Portfolio Strategist and will stay in my role as Chairman of the Board but will turn over day to day management of the company.
Our Director of Financial Planning, Jim Allen CFP® will serve as President and CEO going forward and will manage the day to day operations of the firm. Jim joined Anchor Bay in 2019 when he merged his own practice into our company. If you aren’t familiar with Jim, he has 35 years of experience in financial planning including 15 years in management as a National Director for one of the largest financial institutions in the country. Having someone with Jim’s expertise and background at Anchor Bay has given me the freedom to go back to what I like to do most, which is taking care of my clients.
I would also like to take this time to congratulate our Associate Advisor Blake Pinyan, CFP on recently achieving the Certified Financial Planner designation. This is quite an accomplishment as the CFP® designation is the gold standard for financial planning.
The past year has been a challenging one with COVID and our recent change to Charles Schwab as your custodian. We appreciate your loyalty and confidence in our company during this difficult time and look forward to a prosperous rest of 2021. We have several new and exciting programs that we will be rolling out soon so look for more information to come.