Affinity Private Wealth has unveiled a succession plan that reinforces the firm’s commitment to remaining owner-managed and independent.
The strategic initiative is driven by the original founders and shareholders.
As part of the transition, Affinity is welcoming Michelle Tring and Elizabeth Shaw as new shareholders. Additionally, Sean Crisp has increased his shareholding.
“The original founders of Affinity are not stepping away; rather, we are committed to a clear and ambitious succession plan,” said David Stearn, CEO of Affinity.
“Our goal is to remain independent and avoid a trade sale, allowing us to preserve our values and continue delivering tailored strategies to our clients.”
Pictured: Left to right – Elizabeth Shaw, Michelle Tring, Sean Crisp
