WealthTech Strategy Partners adds former T. Rowe Price executive Steve Larson as senior advisor

By AI, Created 11:01 PM UTC, June 02, 2026, /AGP/ – WealthTech Strategy Partners said June 3, 2026, that Steve Larson has joined as a senior advisor to support strategic advisory, partnerships and growth efforts across wealth management and WealthTech. The hire brings more than 35 years of industry experience and adds a veteran voice as firms face pressure to align technology, distribution and advisor needs.

Why it matters: - WealthTech Strategy Partners is adding a senior operator with deep experience in advisor platforms, distribution and client service. - The hire is aimed at strengthening strategic advisory, partnership development and growth work across wealth management and WealthTech. - Larson’s background also adds a practitioner’s view of the advisor experience at a time when firms are trying to improve technology and distribution alignment.

What happened: - WealthTech Strategy Partners announced June 3, 2026, that Steve Larson has joined the firm as Senior Advisor. - Larson has more than 35 years of experience in wealth management. - Kendrick Wakeman, CEO and Co-Founder of WealthTech Strategy Partners, said Larson will help the firm support clients navigating strategic transactions. - Larson said he is joining the firm to help clients achieve strategic objectives and long-term success.

The details: - Larson’s T. Rowe Price career included senior roles as Head of Wealth Management Platforms, Director of Third Party Distribution, General Manager of Wealth Management Services, Manager of Client Service for Third Party Distribution, Marketing Manager of Third Party Distribution and Manager of Financial Institution Services. - Larson’s experience covers wealth management, distribution, client engagement and platform strategy. - Larson also serves as an Independent Advisor with YTS Wealth Management. - Larson has served on the Board of Trustees and Executive Committee of the Foundation for Financial Planning. - Larson has also served as a Board Member of the Financial Planning Association of Maryland and as a Board of Trustees member of the NAPFA Consumer Education Foundation. - WealthTech Strategy Partners describes its work as advisory support for companies across the wealth management and WealthTech landscape. - More information is available in the company’s announcement. - The firm also shared a LinkedIn page at its social profile.

Between the lines: - The appointment pairs a wealth management veteran with a firm that advises industry participants on strategic transactions. - Larson’s board work suggests a long-running focus on financial planning and consumer financial education, not just corporate leadership. - The move signals continued demand for executives who can bridge product, distribution and advisor needs.

What’s next: - WealthTech Strategy Partners is likely to use Larson’s relationships and operating experience to support client engagements and deal work. - Larson’s role may also help the firm deepen its reach in the advisor and institutional marketplace. - The company did not provide further details on specific initiatives tied to the appointment.