Welcome SpirePoint Private Client to tru's Community!

    by | Oct 12, 2023

    Please join us in welcoming SpirePoint Private Client to the tru Independence Community!

    Their new independent RIA is made up of founding partners Trent Leyda, Kay Campione, Jim Beindorf, and associate team members Susie Zimmerman, Heather Tritt and Tara Carabello.

    Feel free to reach out to say hello! 

    The SpirePoint team left Morgan Stanley in early-October and are based in Vero Beach, Florida.  Thank you to Trent, Kay, Jim, Susie, Heather and Tara for your trust and confidence in us!

    To learn more, please read the press release here: SpirePoint Press Release.

    About the author

    Max Camp, CIMA, Director of Advisor Experience
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    Max Camp serves as the Director of Advisor Experience at tru Independence. In his role he supports the firm's business development, marketing, vendor relationships and ongoing advisor experience offering. Before tru, he spent 2 years at Orion Advisor Solutions as Director of Sales Strategy & Analytics, and before that, 8 years as an Investment Consultant at Brinker Capital Investments. Max attended the University of Delaware. He now calls the suburbs of Philadelphia his home, where he lives with his 1-year old Son and 3-year old Golden Retriever. While getting a well deserved dad day off, you can find Max at a Philadelphia sporting event, on the golf course, or working on his tennis game.

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