Deals & People March 3, 2025

Prime Capital Financial Acquires SineCera Capital

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.  

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Prime Capital Financial has acquired SineCera Capital LLC, a boutique wealth management and family office services firm headquartered in Austin, Texas, and renamed it Prime Capital Family Office.  

The team will be focused on serving the needs of ultra-high-net-worth families. SineCera currently advises clients with aggregate assets of $1.55 billion. As part of the transition, Kevin Kaylakie, the firm’s founder, will assume the role of president of Prime Capital Family Office. With nearly 20 years of experience, Kaylakie specializes in serving affluent clients.  

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“Joining forces with Prime Capital Financial is a transformative opportunity for SineCera Capital and our clients,” Kaylakie said in a statement. “This partnership allows us to broaden our reach and enhance the tailored services we provide.” 

Founded in 2019, SineCera delivers wealth management and family office solutions. It offers expertise in alternative investments and services such as estate planning, investment management, complex reporting, bill payment and banking management.  

“SineCera will be the key to expanding our family office offering,” Glenn Spencer, Prime Capital Financial’s CEO, said in a statement. “Their mastery of the UHNW space and commitment to personalized service perfectly align with our mission.” 

In 2024, Prime Capital Investment Advisors rebranded as Prime Capital Financial in an effort to broaden its public-facing mission beyond advisement. As part of the rebranding, the firm renamed its sub-brands, including Prime Capital Retirement (formerly Qualified Plan Advisors).  

Also last year, plan adviser Jania Stout left OneDigital to become president of Prime Capital Retirement and Prime Capital Wellness, formerly Financial Fitness for Life, overseeing the firm’s national retirement plan advisory services and plan participation. 

Deals & People February 28, 2025

Retirement Industry People Moves – 2/28/25

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and more. 

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Segal Group Promotes Yost to Head of Thought Leadership and Insights 

Megan Yost announced in a LinkedIn post that she has joined the Segal Group as senior vice president and head of thought leadership and insights. Yost moves to the parent company from her role as a senior vice president and engagement strategist at Segal Benz (formerly Benz Communications), which was acquired by the Segal Group in 2019. 

Yost is a recognized thought leader in benefits communications, particularly in the areas of retirement, financial wellness and employee engagement.  

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Before joining Benz Communications, Yost spent 10 years at State Street Global Advisors, where she was head of defined contribution experience. She was also an executive committee member of the Defined Contribution Institutional Investment Association. 

Attorney Joins Wagner Law’s D.C. Office 

Joni Andrioff

Joni Andrioff has joined Wagner Law Group’s Washington, D.C. office as counsel. 

Andrioff is an expert in employee benefits and executive compensation law with more than 35 years of working with employers, service providers and fiduciaries under the Employee Retirement Income Security Act. She also brings experience in all aspects of tax-qualified retirement benefit plans, including design, administration, funding, correction and termination of both defined contribution and defined benefit plans and employee stock ownership plans. 

Andrioff has served in leadership positions in various bar and professional organizations, most recently as president of the American College of Employee Benefits Counsel.  

Variant Investments Appoints Head of Institutional Sales 

Variant Investments announced the appointment of Christopher Neill as head of institutional sales as it continues to expand into the institutional market. 

Neill brings 25 years of experience in institutional sales, business development and client relationships with institutions, intermediaries and high-net-worth families. He reports to Ryan Warren, director of investor relations. 

Before joining Variant, Neill was head of institutional relationships for Aptus Capital Advisors. Prior to that, he was director of institutional sales for Jensen Investment Management. 

Voya Hires Sales Director for Wealth Solutions Team 

John Robertson

Voya Financial has hired John Robertson as a sales director for the firm’s solution sales team, covering emerging markets in the western part of the Central Region.  

Robertson is responsible for selling 401(k), 403(b), health savings accounts and nonqualified plans, as well as Voya’s ESOP products to employers with up to $50 million in assets. 

Before joining Voya, Robertson served as a regional vice president at John Hancock for almost 18 years, covering multiple states and supporting advisers and plan sponsors with their clients and employees’ 401(k) needs. Prior to that, he worked as a financial adviser at Northwestern Mutual and rose to a retirement plan specialist role before moving to the wholesale business. 

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