Realized® Appoints Patrick Jancsy as Chief Revenue Officer
Former Cetera Financial Group and Fidelity Investments wealth management executive joins the company to accelerate advisor outreach and growth
AUSTIN, TEXAS, Oct. 9, 2023 – Realized®, a leading provider of Investment Property Wealth Management®, announced today that wealth management industry veteran Patrick Jancsy has joined the company as its Chief Revenue Officer, reporting directly to CEO David Wieland.
Jancsy will drive and optimize Realized’s revenue growth, developing strategic initiatives and overseeing sales and client relations efforts for the Realized wealthtech platform, which helps advisors and their real estate investor clients transform individual property investments into tax-deferred, diversified portfolios of professionally managed commercial real estate. Jancsy will lead the expansion of Realized’s broker-dealer and RIA channels as well, including the company’s recent strategic partnership with Founders Financial.
Realized is enhancing the value it brings to wealth advisor-client relationships by integrating investment property ownership and wealth management. Each portfolio is designed to meet an individual’s unique income needs, manage risk, defer taxes, and preserve property wealth across generations.
David Wieland, CEO of Realized Holdings, commented, “Pat’s decades-long experience helping financial advisors maximize their value to customers makes him an excellent fit for the role of Chief Revenue Officer, particularly as we continue to optimize our offering for this important audience. There’s an estimated $6.4 trillion locked in investment property wealth in the U.S., and historically that wealth has not been considered as part of a retiree’s long-term financial plan. That needs to change and is the focal point of our partnerships with advisors.”
Wieland continued, “I am confident that Realized will quickly see the benefits a professional of Pat’s caliber can bring to our company and our clients. By focusing on the needs of advisors and their clients and coupling that with the strategy and services the Realized team can offer, we are leading the charge on developing a holistic wealth management concept not widely adopted by others in our industry. I’m excited to see how Pat’s leadership and vision can help us better serve investors.”
Jancsy brings over 30 years of experience in financial services with Fidelity Investments and Cetera Financial Group with leadership experience in Sales, Relationship Management, Technology, and Marketing. He is committed to delivering the best client experience to advisors and investors.
Jancsy said, “Realized fills a significant gap in the arsenal of wealth advisors by operating at the intersection of real estate investing and wealth management. The company’s unique approach to managing investment property wealth enables us to utilize valuable tax strategies and wealth-building tools to deliver better client outcomes. I’m excited to use my experience to help better serve the needs of investors and expand our network of advisors who leverage these offerings to maximize value for their clients.”
About Realized Holdings
Through Realized Financial, Inc. (Realized Financial), Realized Holdings (Realized) provides real estate wealth solutions to individuals and families that own legacy investment properties and other appreciated financial and capital assets. Investors and their advisors use the Realized platform to transfer wealth from legacy properties and assets into passive commercial real estate investment portfolios that are customized to an investor’s specific needs. To learn more, visit Realized online.
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