SFA Accelerates Growth, Creates Senior Leadership Team


The Strategic Financial Alliance (SFA) has created three senior management positions to oversee product strategy, technology and recruiting.

“We are delighted to welcome these three talented and respected executives to serve in key operating roles in our expanded senior management team,” said Clive Slovin, president and CEO of SFA.

Jean Merriman has joined SFA as the company's vice president of due diligence and product. She brings more than 20 years of experience in the financial service industry. She will oversee SFA’s product offerings to equip its financial advisors with the tools to meet their clients’ needs. Prior to joining SFA, Merriman served as vice president, sponsor relations and due diligence, with First Allied Securities, where she was involved with product lines including alternatives, mutual funds, insurance and asset management.

Jamie Mackay has been appointed vice president of business development. He will structure the company's advisor referral networks and brand recognition to grow the company’s recruiting efforts and engage with advisors who serve their clients’ needs through an independent firm. In his 22-year career prior to joining SFA, Mackay worked in the wholesale channel, spending time with Transamerica Capital, Allianz Life and Allmerica Financial.

Joseph K. (Jay) Copeland has been named vice president of technology. He brings more than 20 years of technology leadership experience and will align the company’s IT policy strategy for growth, including technology enhancements and reinvestment to benefit SFA's affiliated advisors. Prior to joining SFA, Copeland served as IT site manager for the marine electronics division of Johnson Outdoors Inc., a leading international producer and distributor of outdoor recreational products.

SFA is a privately owned independent broker-dealer and registered investment advisor focused on delivering support that goes above and beyond the norm within the independent financial advice industry. SFA serves approximately150 independent financial advisors across the country, supporting nearly $4.5 billion in advisory and brokerage assets.

Empowering the Independent Financial Advisor – SFA