Balanz USA has announced in a statement the expansion of its financial advisory teams, and in this context, the appointment of a Chief Operating Officer: Kerry Hamana, who has a long track record with firms such as Robertson Stephens and First Republic Private Wealth Management.
“As we continue preparing for the next evolution of Balanz USA, we have made a very strategic hire to take over the operational management of the business. Balanz will hire several key advisory teams in the coming months, and one of our top priorities is to execute flawlessly and deliver superior service to advisors and their clients. As a result, Balanz has hired Kerry Hamana for the role of Chief Operating Officer. Kerry will lead our growth process on the operational side, ensuring that both advisors and clients receive the best possible user experience,” the Balanz statement said.
Richard Ganter, Executive Director of Balanz Advisors, its registered investment advisor, highlighted Hamana’s experience and track record: “We are thrilled to have Kerry on board as our new Chief Operating Officer. His extensive experience and proven track record in managing and growing operational infrastructures will be invaluable as we continue to expand our services and capabilities. We are confident that Kerry’s leadership will help us deliver exceptional value to our advisors and their clients, taking Balanz USA to new heights.”
Hamana joins Balanz USA from Robertson Stephens in San Francisco, California, where he was Managing Director and primarily responsible for overseeing the company’s operational infrastructure. He played a key role in helping the firm grow from an emerging RIA and brokerage to $5.4 billion in assets under management within five years. He brings more than 30 years of experience in the financial services industry.
Previously, Hamana was Senior Vice President at First Republic Private Wealth Management, where he managed national middle office operations supporting $120 billion in assets under management. Prior to that, he held management positions in business and operations at major investment firms and financial institutions such as Charles Schwab, Wells Capital Management, Wells Fargo Bank, Russell Investments, Silicon Valley Bank, and Dean Witter Reynolds.
Hamana holds an MBA from Saint Mary’s College of California, Graduate School of Economics and Business Administration, and a Bachelor’s degree in Business Administration from San Francisco State University.
