NEW YORK. Farther – Intelligent Wealth Management, natively built to unlock greater client wealth – today announced that David Wiener and Ziv Bursztyn have joined the firm as Managing Directors, RIA, to lead bicoastal advisory teams and help drive continued growth in key markets.
Located in the Bay Area, David Wiener will serve as Managing Director, RIA, with responsibility for leading Farther’s West Coast advisory teams. He brings three decades of wealth management experience and has held leadership roles across global banks and RIAs including UBS, Dynasty Financial Partners, and Capital Group. His expertise spans strategy implementation, revenue growth, client acquisition, recruiting, personnel matters, and client services.
Based in the New York metro area, Ziv Bursztyn will serve as Managing Director, RIA, partnering with Farther’s Northeast advisory teams. He brings over 20 years of experience in the wealth management and financial technology industries, holding both senior business leadership and strategy positions at institutions such as UBS, Merrill Lynch, Boston Consulting Group, and insurance fintech firm Zinnia. He specializes in scaling businesses that help clients achieve their financial goals.
“With backgrounds at global institutions, deep knowledge of advisors’ needs, and dedication to developing better client solutions that create better returns, we are fortunate to bring both David’s and Ziv’s rich and varied professional experience into the fold here at Farther,” says Thor Gould, Global Head, Farther advisors. “At a company growing as fast as ours, it’s crucial that strategy and execution are in safe hands, which we know they will be with these two additions to the team.”
Why David & Ziv Chose Farther
Wiener and Bursztyn selected Farther for its built-in-house technology infrastructure that addresses the pain points of the legacy wealth management experience, creating better outcomes for advisors and their clients. They were equally drawn to the prospect of helping Farther capitalize on growth opportunities presented by their respective markets.
“The best advisors want room to grow their book and be exceptional for their clients, and too often the firm gets in the way,” says Wiener. “Farther built its technology in-house to remove that friction. I joined to help West Coast advisors take full advantage of it.”
“The market is crowded with tools that promise a lot,” says Bursztyn. “What sets Farther apart is that the technology and a unique set of advisor services were built around how advisors actually work. I look forward to helping Northeast advisors grow their practices with both.”
What’s Next for David & Ziv
As both Wiener and Bursztyn begin to lead Farther’s West Coast and Northeast teams, they will focus on improving advisor productivity and recruiting as well as leading key strategic initiatives. Their addition reflects Farther’s rapid growth and its commitment to providing clients with holistic, dynamic financial advice, supported by technology built in-house.
Advisors interested in learning more about how Farther can elevate their business can visit farther.com/for-advisors.
About Farther
Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth for clients throughout their financial lives. For more information, visit farther.com.
