About Our Company

About

Lead Advisor is a wealth management collective that specializes in building firms, practices and careers.

Lead by two Certified Financial Planners with 15+ years each of working in the wealth management industry, we provide creative perspective, time leverage and industry insights for growth focused businesses and professionals.   With a niche on talent acquisition and development, we partner with firms and practices to help solve for service, scalability and succession planning.  We also empower professionals in the field through their career strategy coaching, leadership development and study groups. 

We accomplish this through creative content, concierge advice and actively finding qualified talent.

Our Team

Eddy Ricci, CFP ®

Founding Partner

Eddy founded Lead Advisor to specifically help the wealth management community through talent acquisition and leadership development.   He has spent 15+ years in the financial advice space working in leadership,  recruiting and talent development. 

Eddy is also the co-founder of The Pontem Group, an industry agnostic consulting firm.   He has been published or quoted in Forbes, Fox Business News, Entrepreneur Magazine and has given keynotes  at various organizations. 

 Leadership Authority and #1 Best Selling Author, Erik Qualman has shared, “Ricci understands what motivates Gen Y teams. He is on my radar and should be on yours.” 

Eddy is the author of The Growth Game: A Millennial’s Guide to Professional Development and the founder of a company that was named after the book.  He is also the author of Miss Money Plan and the Battle Against Emotion, a financial literacy book for kids.

 He is a graduate of New York University and is married with two daughters.

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Michael Connaughton, CFP ®

Founding Partner

For over a decade, Michael has held various leadership positions at Fortune 500 financial firms.  He has a proven track record in acquiring and expanding a wealth management client base, hiring and developing a productive sales force, promoting financial and economic education, managing professional relationships, and creating a lasting organizational impact. 

Michael is passionate around identifying and aligning talent in the asset management and financial planning space to propel career growth.   He has specialized in constructing and leading professional development programs that have driven industry professionals to build more robust businesses and ascend to new heights. 

He is a graduate of Providence College and resides in the Greater Boston area with his wife, son and daughter.

Zachary Chofay

Intern Associate

As an intern, Zach helps The Pontem Group- Wealth Management Division’s back office run smoothly while he learns about the world of finance and leadership development.  He currently attends The University of Rhode Island where he is the treasurer of the Club Soccer team.  He was the recipient of his high school’s Student Athlete award, showing balance and top performance in academics and athletics as a three sport athlete and captain.  He also received the principal’s award for the student who has left a lasting impression on the school.

Desmond Anderson

Development Associate/Consultant

Desmond began his career coaching, developing, and recruiting student athletes as a graduate assistant at the University of New Haven where he obtained his bachelors and was an All American football player. He spent four years in the financial planning industry where he was recognized for new client acquisition records before transitioning careers into recruiting. With both coaching and recruiting experience along with time in the financial planning industry, Des was asked to join Lead- Advisor in 2021.

You?

Associate

If you have a passion for the wealth management profession, have a high capacity, creative thought and the thirst to build connections…let’s talk.