Advisory Team Joins $3.7B in AUM DayMark Wealth Partners, Anchors Expansion into Chicago and Park City, Utah

CINCINNATI--(BUSINESS WIRE)--DayMark Wealth Partners is pleased to announce the addition of a $200 million advisory team led by John Kaufman, which will help drive the firm’s expansion into Chicago and Park City, Utah.

The team includes portfolio manager, and partner Gregg Kaplan and Director of Client Relations, Hilary Bryson. Together, they bring a powerful combination of institutional-grade investment expertise, deep client service experience, and nearly three decades of success serving high-net-worth and ultra-high-net-worth individuals and families.

John Kaufman has over 30 years of wealth management experience, with a focus on customized portfolio design, long-term planning, and alternative investments. Mr. Kaufman is based in Park City, Utah, while Mr. Kaplan and Ms. Bryson conduct business from Chicago. The team also invests in alternative assets, including real estate, private equity, and alternative hedge funds—bringing a distinct edge to DayMark’s already robust advisory platform.

For the new DayMark team, the firm's "flexible platform and commitment to client-first, tax-efficient strategies is exactly what we need to grow our business,” according to Mr. Kaufman. “The firm’s multi-generational approach and deep bench of resources provide us with the tools we need to serve clients while building long-term relationships.”

For DayMark meanwhile, "The addition of John Kaufman’s team strengthens our capabilities and expertise in alternative investments, and it expands our reach into key markets such as Chicago and the U.S. Mountain West region," said Mike Quin, DayMark's Co-Founder and Managing Partner. "Their expertise and client-first approach align perfectly with our vision for sustainable growth while building a firm made up of elite advisors.”

Cincinnati, Ohio-based DayMark Wealth Partners, which manages about $3.7 billion for its clients, has seen consistent growth since it was established three years ago as a member of Dynasty Financial Partners' Network of independent wealth-management firms.

Gordon Ross, Chief Client Officer at Dynasty Financial Partners, considers Mr. Kaufman and his team "a great fit for DayMark's platform and culture," and a prime example of DayMark's ability "to attract top-tier advisory teams by providing them with the tools, resources and flexibility they need to grow."

For more information, please visit: https://www.daymarkwealthpartners.com/

About DayMark Wealth Partners

DayMark Wealth Partners is a registered investment advisor (RIA) headquartered in Cincinnati, Ohio. Founded in 2022, DayMark partners with elite advisor teams across the U.S., offering the scale, support, and freedom of the independent model—backed by the strength of Dynasty Financial Partners.