1st Global Hires Veteran Industry Recruiter to Lead Business Development

1st Global, an independent wealth management partner to exceptional CPA firms, today announced a new addition to the senior leadership team and head of its recruiting initiatives – Jeremy Belfiore, assistant vice president of business development.

“I am honored to be joining the 1st Global family,” Belfiore said. “I look forward to working with successful and established financial advisors and CPA firms who value the highest-level of service, strong culture, great platforms and technology that allows them to operate more efficiently and grow their businesses.”

As AVP of business development, Belfiore is responsible for identifying, evaluating and recruiting exceptional CPA firms and financial advisors for 1st Global. Tasked with generating business opportunities for large firms and top producer prospects, he and his team will drive revenue growth across existing and future affiliate CPA firms and financial advisors. Belfiore will report to Jeff Magson, 1st Global executive vice president and client experience officer.

“We are excited to add Jeremy to the leadership team,” Magson said. “I am confident that his experience, coupled with his abilities as a business leader and a coach, will ensure the continued growth in our business and the best-in-class services we provide to CPAs as they expand their services into wealth management.”

Belfiore is a seasoned executive with a track record in leading successful business development programs at top-tier firms such as United Planners and Charles Schwab. He also previously owned and operated a third party recruiting firm that placed advisors with many leading broker-dealers. Most recently, Belfiore served as senior regional director at Securities America where he set new company recruiting records.

“Our research shows that more and more Americans are seeking tax-oriented financial strategies and we believe there is a significant opportunity for CPA firms to serve all the needs of their clients under one roof,” says David Knoch, President of 1st Global. “With Jeremy joining our team, we’re adding a dynamic, experienced professional who can help us connect our tax-centric platforms with more tax-minded CPA professionals.”

About 1st Global 
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

Securities are offered through 1st Global Capital Corp. which is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.