Stephanie Bogan Joins Bellatore Financial’s Board of Directors


Bellatore Financial announced that Stephanie Bogan, Founder of Quantuvis Consulting, a Genworth subsidiary company, was recently elected to Bellatore’s Board of Directors.

Bogan founded Quantuvis Consulting in 1996, propelling it to be a value creator within the broker/dealer, independent, hybrid and bank and wirehouse models. Quantuvis worked with financial institutions and advisors, advising on branding, business strategy, consulting, human capital and business development. The company was acquired by Genworth Financial in 2008.

“Stephanie is a though leader in the financial industry and we are excited to welcome her to Bellatore’s Board of Directors,” said Larry Harvey, Bellatore’s CEO and Chairman of the Board. “We believe her strong experience, especially in supporting all phases of the advisory business lifecycle, including breakaway business, new firm development, succession planning and mergers & acquisitions will help Bellatore and its clients’ growth expectations.”

“With Stephanie, we found someone who would further strengthen our Board’s breadth of talent and comes to us with an exceptionally relevant background,” said Jonathan Scheid, Bellatore’s President and Chief Investment Officer. “I’m excited that Stephanie is going to make an important and positive impact on our company.”

Bogan has been recognized as one of Financial Planning Magazine’s Top Industry Influentials. She has authored a number of books, including “Best Practices Study: Human Capital” 2011, and “Power of Practice Management”, Bloomberg Press.

About Bellatore Financial, Inc.
Founded in 2007, and with academic thought leaders like Harry Markowitz and Meir Statman on its investment committee, Bellatore Financial, Inc. provides a multitude of services to financial advisors who need to increase their operational and investment efficiency.

Press Contacts:
Bellatore Public Relations
Press@bellatore.com


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