Overview
Angela Osborne is the Chief Operating Officer (COO) of Bluespring Wealth Partners, a role she has held since July 28, 2021. Bluespring Wealth Partners, a subsidiary of Kestra Holdings, focuses on acquiring and growing best-in-class wealth management firms, providing them with resources for enhanced corporate infrastructure and growth.
Professional Background
Osborne has a robust career spanning over 25 years in executive leadership roles within the wealth management sector. Her previous positions include senior roles at Morgan Stanley, First Republic Bank, and Aperio Group, LLC. At Aperio, she was pivotal in scaling operations to support a 50% growth in assets under management (AUM) over three years, leading to its acquisition by BlackRock in 2020. Additionally, at First Republic Bank, Osborne executed an operating strategy that supported a compound annual growth rate of over 30%, contributing to asset growth from $20 billion to $80 billion over three years.
Current Role: Bluespring Wealth Partners
As COO, Osborne is responsible for executing Bluespring Wealth’s strategic vision, which includes:
- Building Efficiencies and Synergies: Enhancing operations for partner firms by integrating new technologies and services.
- Strategic Growth Initiatives: Identifying and implementing opportunities to optimize and scale the corporate infrastructure.
- Leadership in Acquisitions: Furthering Bluespring's reputation as a top acquirer of wealth management firms through strategic leadership and business optimization.
Key Achievements
- Lead Generation Strategies: Osborne is recognized for her ability to innovate lead generation strategies, as discussed in various industry publications and podcasts, most notably hosted by Greg Bartalos (November 7, 2023).
- Corporate Expansion: Under her leadership, Bluespring launched the "Bluespring Blueprint for Growth" program in June 2023, aimed at building a comprehensive wealth management platform to support partner firms.
- M&A Success: Instrumental in the acquisition of significant firms, such as the $750 million KDI Wealth Management in May 2024.
Education
- Bachelor’s Degree: University of Bradford, England.
- Advanced Management Program: Harvard Business School, 2016.
Address and Contact Information
- Office Location: 5707 Southwest Parkway, Building 2, Suite 401, Austin, TX 78735
- General Contact: (888) 665-0237 | info@bluespringwealth.com
Impact on Bluespring Wealth Partners
Osborne's extensive experience and strategic approach have been crucial for Bluespring Wealth Partners in streamlining operations and fostering significant growth. Her efforts have positioned Bluespring as a leader in wealth management transformation and acquisition.
Noteworthy Mentions
- Industry Recognition: Recognized in industry awards, including the 2024 WealthManagement.com Industry Award for Best Ownership Transition Offering.
- Thought Leadership: Frequent contributor to discussions on market strategies, particularly in navigating market volatility, as evidenced by her insights shared on various platforms like Barron's and Nasdaq TradeTalks.
Osborne's leadership continues to drive Bluespring Wealth Partners towards achieving its strategic goals, ensuring scalable growth and operational excellence for its affiliated firms.
