Patrick A. Sweeny is a founding partner of Apella Capital. He focuses on investor education and the strategic growth of the firm. In 1994, he also co-founded Symmetry Partners—a national financial solutions and investment management firm focused on serving independent financial advisors. Previously, he spent a number of years on Wall Street with Weeden & Company and Dean Witter Reynolds in institutional trading and sales in both the equity and fixed income markets. Additionally, he was a member of the Commodities Exchange as a floor trader with Paine Webber.

Mr. Sweeny is a recognized speaker on asset class investing and transforming advisor businesses into more efficient models. He speaks at industry conferences and regularly guest lectures at universities. He received his B.A. in Economics from Fairfield University.

Jim joined Apella in early 2019 and has held a variety of roles including responsibility for the firm’s M&A program, Finance, Accounting and Human Resources functions.  Jim currently serves as President of Apella.

Prior to joining Apella, Jim served as the Director of Research for RMC Investment Advisors and began his career as an investment banking analyst focused on M&A, Equity and Debt financing at BMO Capital Markets in the Healthcare coverage group.

Jim is a CFA Charterholder and graduated Magna Cum Laude from Stonehill College where he was a Moreau Honors Scholar.

When not in the office, Jim enjoys playing golf, reading, and getting outside for a hike, a run, or just enjoying the beach. He is an avid Boston Sports fan, with the Patriots being a favorite. Jim and his fiancée currently reside in West Hartford, CT.

Meghan Martin is Chief Operating Officer overseeing the operational and client relationship teams supporting Apella’s team of financial advisors. She believes in providing a superior customer service experience to every client. In her last role, Ms. Martin was employed by Symmetry Partners, Apella’s sister firm, as the Director of Operations. During her 14 years at Symmetry, Ms. Martin gained experience with billing, trading and customer service. She stepped down from her position at the firm in 2014 to raise her two daughters.

Ms. Martin lives in West Hartford, CT with her two daughters, Hayden and Winnie.

As Chief Wealth Officer, Jason Gentile has been helping clients reach their long-term financial goals for over 15 years. Mr. Gentile joined Apella in 2006 and holds the Certified Financial Planner (CFP) certification. In addition to his financial planning responsibilities at Apella, Mr. Gentile is a member of the Financial Planning Association and Board. He also has more than eight years of experience in the qualified plans space. Prior to joining Apella, Mr. Gentile was employed by Advest, Inc./Merrill Lynch as a Senior Registered Associate. Mr. Gentile holds B.S. in Business from Eastern Connecticut State University and currently resides in Hebron, CT with his three sons.

Mr. Richards joined our firm in June 2018, after serving as Chief Compliance Officer for a number of registered investment companies and investment advisers over the preceding 15 years. As CCO at Apella Capital, Tim manages all aspects of the Firm’s legal and regulatory oversight programs, including the ongoing development and delivery of the Firm’s compliance program. Mr. Richards also serves as the Chief Compliance Officer for Symmetry Partners, an Apella affiliate.