DayMark Wealth Partners Bolsters Team with $200 Million Advisory Group
DayMark Wealth Partners has expanded its advisory capabilities by welcoming a $200 million team led by John Kaufman, enhancing the firm’s footprint in Chicago and Park City, UT.
The group includes portfolio manager and partner Gregg Kaplan and director of client relations Hilary Bryson. Together, they offer nearly 30 years of experience catering to high-net-worth and ultra-high-net-worth individuals and families.
Kaufman specializes in tailored portfolio design, long-term financial planning, and alternative investments. He operates from Park City, while Kaplan and Bryson are based in Chicago. The team’s specialization in alternative assets adds a distinctive strength to DayMark’s advisory offerings.
Mike Quin, co-founder and managing partner of DayMark, noted, “Their expertise and client-first approach align perfectly with our vision for sustainable growth while building a firm made up of elite advisors.”
Headquartered in Cincinnati, OH, DayMark Wealth Partners oversees approximately $3.7 billion in client assets and has achieved steady growth since its founding three years ago within Dynasty Financial Partners’ network of independent wealth-management firms.
