Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:BPV Hires a Golfer, and a Skier Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, August 5, 2014

BPV Hires a Golfer, and a Skier

Reported by Tommy Fernandez

In a very cool combination of solutions-focused investing and poetic visualization, Back Porch Vista encourages clients to think of their own "back porch vista," that one cool thing they want to do with the rest of their lives when they retire.

The firm's website even features the personal BPV's of the firm's senior execs. For example, newly-hired Tim Sykes has his own back porch vista of "Playing 18 holes of fold with my two sons on a perfect fall afternoon."

The Golfer
Sykes is now hitting holes-in-one for BPV as the newly-hired director of business development, a newly-created position that will involve platform development and relationship management, focused on the qualified retirement sector in the Southeast U.S. He reports to senior partner and chief executive Mike West. He was most recently a senior vice president at Raymond James.

Sykes has a long career in launching and operating retirement-focused firms. For example, in 1996 he co-founded RPC,Inc., a retirement plan design, consulting, and administration firm. He went go on to found the RPC Benefits group in 2008, maintaining his partnership interest in RPC, Inc. until 2013.

Sykes and his team also joined, in 2003, Willis Caroon of North America, where Sykes continued to serve the Southeastern Region as Senior Vice-President for Retirement Services.

He and his team joined the independent retirement RIA SageView Advisory Group. After becoming a principal at SageView and founding Paradigm Investment Advisors, a State of Tennessee fee-only planning RIA. In 2011, Sykes became a founding investor in Impact Benefit Solutions.

The Skier
BPV also hired Jason Napoli, who has the back porch vista of “Skiing with my wife and two young sons on a sunny day at our hometown ski area – Crested Butte Mountain Resort in Colorado. ”

Napoli will serve as regional manager for the southwest U.S., responsible for sales and distribution. He served as president and a principal of High Country Capital Management; director of investment sales for Anthem Securities, as well as vice president and investment advisor at J.P. Morgan Chase & Co., and a vice president of sales and marketing at a commodities focused Fund of Hedge Funds in Chicago. He also served as vice president and portfolio manager at Wells Fargo Private Bank. In addition, he managed portfolios for high-net-worth clients at TIAA-CREF Trust Company in Denver, CO.

BPV's Aggressive Growth
The hirings are just the latest in a series of recent moves by BPV aimed at accelerating the firm's growth in a number of channels. For example, West recently hired former Lord Abbett partner Frank Gregory as chief of distribution.

The firm also recently helped Philadelphia equity shop AJO launch a fund, and is looking for more sub-advisors. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7
  2. WE - Trailblazing Leaderships: Insights From Los Angeles' Leading Women CEOs, January 8
  3. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9
  4. MFDF webinar - AI and Fund Compliance, January 21
  5. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. 2025 ICI Innovate, Feb 3-5
  10. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. Expect Miracles In Manhattan 2025, February 27
  14. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  15. T3 Technology Conference 2025, Mar 3-6
  16. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  17. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  18. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  19. 2025 MMI Summit, Mar 27-28
  20. MFDF Director Discussion Series - Open Forum, April 2
  21. Envestnet Elevate 2025, Apr 9-10
  22. MFDF Director Discussion Series - Open Forum, April 15
  23. The 36th Sub-Advised Funds Forum, Apr 29-30
  24. Expect Miracles 6th Annual Distance Challenge, May 13-20
  25. Morningstar Investment Conference 2025, Jun 25-26
  26. MFDF Director Discussion Series - Open Forum, July 9




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use