ProVise Names Ebbert CEO, Brethauer President and O’Hara Exec VP
CLEARWATER, Fla. – December 31, 2021 –Today, ProVise Management Group named Eric Ebbert, CFP®, MBA as CEO, effective immediately, replacing Ray Ferrara, CFP® who is the founder. Ferrara will remain as Executive Chair and Chief Compliance Officer. Succeeding Ebbert as President is Jon Brethauer, CFP®, AIF®, CPFA, MBA.
Ebbert joined ProVise in 2000 and was named President seven years ago. “I look forward to setting the stage for our future growth as we approach $2 billion in assets under management,” said Ebbert. “We have a great team and it will continue to grow in both our Clearwater and Tampa offices.”
Brethauer has been Executive Vice President for the past three years and oversees the Retirement Plan Division of ProVise, which serves over 1,500 participants with almost $200 million invested. “We have come a long way in a short 35 years to become one of the leading financial planning firms in Tampa Bay and it is an honor to help move us forward,” Brethauer said.
Shane O’Hara, CFP®, who joined ProVise seven years ago, was also named Executive Vice President. He stated, “I am proud of being able to help so many people at a fiduciary standard of care, especially those in the medical field.”
Josh Hall, Sage & Sterling Communications
About ProVise Management Group
ProVise Management Group, LLC, an SEC Registered Investment Advisor, was founded in 1986 and today serves over 1,300 clients in more than 30 states. ProVise has become one of the largest financial planning and investment management firms based on assets under management in the Tampa Bay area. ProVise has offices in Clearwater and Tampa.