Grove Point Financial, a boutique independent broker-dealer and registered investment adviser (RIA) platform, today announced the appointment of Shirley Lenus as Head of Technology.
In this newly created role, Lenus will oversee all technology initiatives, development, systems maintenance, vendor due diligence, and cybersecurity. She will also focus on deepening the partnership between Grove Point Financial and its parent company, Kestra Holdings, to further develop scalable platforms and technology that can be leveraged across entities.
“We’re thrilled to welcome Shirley to our talented team,” said Rob Costello, Grove Point Financial Chief Operations Officer. “Having worked in IT management for a diverse collection of firms, she brings broad expertise in development strategies and data governance policy. Shirley is also an experienced leader and has the ability to engage business partners in a way that will yield an immediate, positive impact on our solution delivery.”
Lenus has over 25 years of information technology experience, having led teams focused on financial services engineering, application architecture, and programming, while creating strategic business and technology road maps. Most recently, Lenus served as Data Governance Lead and Technology Relationship Manager at Wells Fargo.
“I am very excited to join Grove Point and am confident my extensive experience has prepared me well for this pivotal role,” said Lenus. “I look forward to working with Rob and the executive team to chart the strategic direction for information technology and develop a comprehensive, long-term strategy for data governance.”
Grove Point Financial was acquired by Kestra Holdings in December 2017. The firm was previously known as H. Beck, Inc. before announcing its rebranding in April 2021.
About Grove Point Financial
Grove Point Financial, LLC (Grove Point Financial) operates out of its headquarters in Rockville, Maryland. The company’s broker-dealer and investment adviser subsidiaries provide securities brokerage and investment advisory services through more than 500 financial professionals across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else.
Securities offered through Grove Point Investments, LLC (GPI), member FINRA/SIPC. Investment advisory services offered through Grove Point Advisors, LLC (GPA). GPI and GPA are subsidiaries of Grove Point Financial, LLC, which is a subsidiary of Kestra Holdings.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Gregory FCA for Grove Point Financial and Kestra Holdings
Leah Pappas, 610-200-0564