Kevin Bendix Joins Diversify Advisor Network As Chief Legal Officer

Former Kirkland & Ellis Partner To Also Execute Strategic Initiatives For M&A, Advisor Growth And Technology
Kevin Bendix, Chief Legal Officer, Diversify Advisor Network
Kevin Bendix, Chief Legal Officer, Diversify Advisor Network

Wealth management firm Diversify Advisor Network announced that Kevin Bendix has joined its leadership team as Chief Legal Officer, reporting to Ryan Smith, Co-Founder and CEO. In addition to his legal role, a firm press release detailed that Bendix will also be responsible for executing strategic initiatives around advisor growth, M&A and technology.

“As we execute our multi-platform strategy and continue to enhance our custom tech stack, Kevin will be a valuable resource,” said Smith. “We knew we needed someone with his expertise on the IP and M&A front – he has worked on complex deals and intellectual property strategies for some of the largest companies in the world. That level of knowledge and experience will be critical as we implement our growth plans.”

As part of his new position, Bendix will be tasked with helping Diversify Wealth Management, the firm’s new Partner Platform, strategically source and integrate its future partners with the goal of strengthening Diversify’s platform in the wealth management space.

A former partner at the international law firm Kirkland & Ellis, Bendix holds a Juris Doctor from UC Berkeley School of Law and a Bachelor of Science from UC San Diego. He is a lecturer at the UCLA School of Law, teaching an experiential class focused on practical aspects of litigating intellectual property cases.

Bendix said, “I joined Diversify for its vision of the future. The firm’s founders have a unique perspective on the business, being advisors themselves. They’ve created a boutique firm with multiple affiliation models that give advisors the flexibility, freedom and growth path to succeed in this evolving industry.”

“Diversify’s expansion approach does not simply focus on gathering the most assets, but rather on building a strong, scalable and sustainable enterprise through a selective recruiting process that nurtures a community of like-minded professionals and provides them with a robust platform that helps them meet their clients’ goals,” he continued. “The firm’s mission is extremely attractive to me, as is its commitment to putting client needs first.”

Diversify Advisor Network is a privately held wealth management firm based in Utah, which oversees more than $7 billion in assets across three platforms – DFPG Investments, Diversify Advisory Services and Diversify Wealth Management.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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