Succession Lending Names Katie Bruner Managing Partner

Leading Provider of Bank Financing for M&A Transactions in the Independent Wealth Management Space Promotes Seasoned Professional with Oversight for Company's Strategic Partnerships

Succession Lending LLC, the industry's scalable source of bank financing to support M&A transactions for independent financial advisors, announced that it has promoted Katie Bruner from Managing Director to Managing Partner, effective Dec. 3. 

Ms. Bruner's experience and relationships across the independent broker-dealer and custodial spaces provide significant value to Succession Lending's ongoing initiatives to develop key strategic partnerships with independent firms and their affiliated advisors across the country, consistent with the company's role as the nation's premier correspondent lender for the wealth management industry.

Scott Wetzel, JD, Managing Partner at Succession Lending, said, "Since joining Succession Lending, Katie has brought significant value to our organization. We are fortunate to have her leading our strategic initiatives. Katie's contributions warrant a spot for her in our capital structure."

Prior to joining Succession Lending, Ms. Bruner spent 13 years as a director in national accounts in which she was responsible for cultivating and growing major independent and regional broker relationships with firms including LPL, Ameriprise, Ladenburg Thalmann Financial Services and RBC.

Ms. Bruner said, "In the time I have been with Succession Lending, I have had the opportunity to connect our firm with independent broker dealers and clearing firms who have traditionally had little choice and few financing options for their advisors. It has been exciting to be part of the team that is changing the financing landscape for independent and registered investment advisors."