Exemplar Companies, PBC

A New Chapter Begins At Exemplar, we believe wealth management should be more than investments—it should be a strategic partnership built around each client's vision, legacy, and long-term success. Today, we're excited to officially kick off the next chapter of Exemplar Wealth with the addition of John Van Ermen as our Head of Wealth Management. John brings decades of leadership in wealth management, institutional consulting, advisor development, and investment platform strategy. Throughout his career, he has helped financial institutions, RIAs, broker-dealers, and advisors grow their businesses, navigate complex financial landscapes, and deliver exceptional client experiences. His leadership represents an exciting milestone as we continue expanding Exemplar's integrated family of companies—bringing together legal, tax, consulting, capital markets, and now a premier wealth management practice designed to serve individuals, families, business owners, and advisors through every stage of their financial journey. This is only the beginning. We're building something different. Something collaborative. Something designed to help clients protect what they've built, grow what matters most, and create lasting legacies. Please join us in welcoming John to the Exemplar team. The future of Exemplar Wealth starts now. #ExemplarWealth #WealthManagement #FinancialPlanning #InvestmentManagement #Leadership #ExemplarCompanies #BuildingTheFuture #AdvisorExcellence John Van Ermen

A New Chapter Begins At Exemplar, we believe wealth management should be more than investments—it should be a strategic partnership built around each client's vision, legacy, and long-term success. Today, we're excited to officially kick off the next chapter of Exemplar Wealth with the addition of John Van Ermen as our Head of Wealth Management. John brings decades of leadership in wealth management, institutional consulting, advisor development, and investment platform strategy. Throughout his career, he has helped financial institutions, RIAs, broker-dealers, and advisors grow their businesses, navigate complex financial landscapes, and deliver exceptional client experiences. His leadership represents an exciting milestone as we continue expanding Exemplar's integrated family of companies—bringing together legal, tax, consulting, capital markets, and now a premier wealth management practice designed to serve individuals, families, business owners, and advisors through every stage of their financial journey. This is only the beginning. We're building something different. Something collaborative. Something designed to help clients protect what they've built, grow what matters most, and create lasting legacies. Please join us in welcoming John to the Exemplar team. The future of Exemplar Wealth starts now. #ExemplarWealth #WealthManagement #FinancialPlanning #InvestmentManagement #Leadership #ExemplarCompanies #BuildingTheFuture #AdvisorExcellence John Van Ermen

Next Chapter It is with mixed emotions that I wanted to share I will be stepping down as Managing Director at Valiant Funds and looking to pursue new opportunities and move on to the next chapter of my career. The last 3 years have been such a learning experience for me and I really enjoyed working with the Valiant team to bring forth such an extraordinary and successful product. We all worked hard from the ground up and I couldn’t be any more proud of what we all accomplished. To my fellow colleagues and teammates at Valiant, I wish you all continued success and keep pushing hard. We all have built something really special. I’m excited to see where the next opportunity in my career leads me. Thank you for an extremely educational 3 years. On to the next exciting chapter!

Don’t miss our December Lunch + Learn on December 16, with Chief Human Capital Officer Kara Davis, GPHR, SHRM-CP, PPM! Deep dive into the world of employee turnover and retention, and learn how to create workforce stability that drives long-term enterprise value. Hear from her on why you should attend: https://lnkd.in/gjbK45hU Ready to sign up?: https://lnkd.in/gVKufAw2