Greenville, SC, July 16th, 2024 – ASE Private Wealth™ announced today that Devery “Rusty” Cagle has been named CEO of the company and Steven S. Fogerty has been named the company’s new President.
This new leadership structure will help drive the company’s growth and innovation. The announcement relates to other recent developments aligning its leadership and operations with the company’s mission and values across their four verticals: Private Client Group, Private Family Office, Pre M&A Consulting and Private Equity/Debt.
In his new role as CEO, ASE Private Wealth™ Founder Cagle will focus on expanding and creating new strategic initiatives which further the company’s mission of simplifying and strengthening the financial life of private business owners so they can focus on the things they value most. In his over 25 years of serving clients, Cagle has used his deep understanding of financial planning, tax policy, and Government Incentive Monetization® to help high-income taxpayers redirect millions of tax dollars in ways that benefit their communities, families and businesses.
Fogerty has been elevated from his current position as Managing Director to the role of President and is charged with overseeing the day-to-day operations and growth of the company’s four verticals. Joining the company this past January, he has over 35 years of experience in a variety of sectors including marketing, sales management, capital markets, alternative strategies and sports management. His vast experience along with his education from Hillsdale College, SMU and Duke University’s Fuqua School of Business Executive Leadership Program brings value to the ASE team as they evolve their services and expand their footprint.
Founder and now CEO, Cagle, expressed enthusiasm about the new leadership structure, stating, “I have known Steve and respected his creativity and core values for over 25 years. In his short time with us, Steve has demonstrated remarkable leadership and an ability to successfully implement new programs and initiatives. His wisdom over many years has helped me personally and professionally. He is a thought leader and will be an excellent head coach for our team!”
“I am honored and humbled to accept this role,” new President Steve Fogerty remarked. “I spent several decades working with over 1,600 financial advisors. What Rusty has built at ASE is truly unique. His vision for serving private business owners and high net worth families via collaboration with other professionals is remarkable. I have had the privilege of working alongside high achievers in the financial services industry, the sports world and in philanthropy. Rusty and the ASE team stood out; they are making a significant difference in people’s lives. I look forward to advancing our mission of Empowering the Exceptional™ for better outcomes.”
For media inquiries, please contact:
Amberlyn White
Public Relations and Marketing Coordinator
awhite@aseadvisors.com
(864) 254-0032
About ASE Private Wealth™
As an independent strategic advisory firm, we align with subject matter experts to collaborate and deliver exceptional value to our clients’ businesses and families. Our primary focus is on navigating our clients from highly taxed to fairly taxed!