People Moves

Who's Moving Where In Wealth Management? - State Asset, Good Life Companies

Editorial Staff 26 May 2020

Who's Moving Where In Wealth Management? - State Asset, Good Life Companies

The latest senior wealth management executive moves in North America.

Slate Asset Management
Slate Asset Management, the asset management platform concentrating on real estate, has promoted Katie Fasken in the Toronto office to managing director of investor relations with immediate effect. Fasken will be responsible for leading the firm's capital raising and investor relations. 

Fasken joined Slate in January 2016. Prior to arriving at the firm, she worked on the investment banking team and institutional equity sales desk at CIBC World Markets. She earned her Honors Business Administration from Ivey Business School at Western University.

Slate Asset Management has more than $6.5 billion in assets under management.

Good Life Companies
Good Life Companies, a financial products business, has appointed Joe Sponcia as senior vice president of mergers and acquisitions. Sponcia was previously at SmartRIA. 

Sponcia's position primarily involves working with the business development team to identify and structure strategic partnerships that may lead to a merger or acquisition. 

Prior to this role, Sponcia spent the last nine years in the technology sector working most recently for SmartRIA, TAC Insight, The IT Company LLC, and Digital Crossing Networks. Most recently, he helped two SaaS start-ups, SmartRIA and TAC Insight, build a sales and marketing engine to rapidly accelerate growth. 

Good Life Companies is an independent financial advisor network offering a suite of services and tools to transition and support independent advisors and insurance agents. The business is based in Reading, Pennsylvania.

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