A group of recruiting leaders have formed Bridgemark Strategies, which will provide advisor transitions, senior executive recruiting and M&A solutions to independent firms and advisors. 

Bridgemark Strategies combines Nash Consulting Group, founded by Jeff Nash, who will serve as CEO of Bridgemark Strategies, with a group of former senior recruiting leaders from LPL Financial and Lincoln Financial.

Co-founder James Sorey, former LPL senior vice president and national sales manager of business development, will serve as managing director. Co-founder Chris DeFrank, former LPL senior recruiter and SVP of business development, will also serve as managing director. Victoria Printz, former LPL regional director of recruiting, will act as vice president of advisor consulting. Sean McMaster brings his background as a regional director for LPL and will act as VP of advisor consulting.

Bridgemark Strategies serves as a mediator to connect advisors and firms. “We help advisors and firms identity problems in business. We are there to help them with all the questions and think through short-term needs and long term needs,” Nash said.