Marcus Chun steps in as head of Digital Strategies to drive Richardson Wealth's technological advancement
Richardson Wealth Limited, a wholly owned subsidiary of RF Capital Group Inc., has appointed Marcus Chun as the new head of Digital Strategies and Advisor Services, effective immediately.
Marcus Chun brings his experience as a transformational leader, known for his positive disruption and advocacy for people and change.
He previously worked at BMO Private Wealth as VP and managing director, Strategic Management, and Initiatives, and held leadership roles at RBC Wealth Management, including senior director, Strategic Execution, Canadian Operations.
Dave Kelly, chief operating officer at Richardson Wealth, stated, “[Chun] has a proven track record of enhancing operational procedures and technology platforms.”
“His passion for using data and technology to improve processes, combined with his extensive experience in wealth management, ensures he will provide exceptional leadership in advancing our digital journey and aligning our technology with our business vision.”
Kish Kapoor, president, and chief executive officer of Richardson Wealth, expressed his enthusiasm, saying, “[Chun] has an outstanding reputation in the industry. His enthusiasm and dedication are qualities we highly value, and they will help us elevate our processes and architecture further.”
Scott Stennett, who previously held the position, will now serve as vice chair of Richardson Wealth.
Reflecting on Stennett’s contributions, Kish Kapoor noted, “[He] has been with the firm since Day One and has significantly impacted various areas of our business. He ensured that advisors always had what they needed and established a scalable technology platform to support our growth.”
He continued, “As vice chair, he will facilitate a smooth transition for Marcus and focus on corporate development activities, including assessing the competitive landscape and exploring acquisition opportunities.”
