Ivan Minkov serves as Chief Executive Officer of Global Wealth Management, where he leads the firm’s strategy, performance and long-term growth. Since joining in 2023 he has focused on building the firm’s capacity to serve more families well: expanding its footprint across Florida, opening and staffing new offices, developing partnerships, and recruiting advisors and staff who share the firm’s commitment to personalized service.

He brings more than 20 years of experience across large-cap public companies and early-stage businesses. As Chief Financial Officer of HC2 Broadcasting Holdings Inc. and Deputy Chief Accounting Officer at HRG Group, Inc., a Fortune 500 company, he built teams, led business transformations, and worked on the M&A that laid the groundwork for growth. He began his career at PricewaterhouseCoopers LLP in New York and London, managing audits for major insurance and investment management firms.

The numbers tell you how much. They don’t tell you what for. Ivan has spent his career watching that difference decide how retirements actually go, and the answer is almost never on the statement. It’s in a person’s health, and in the people around them. Retirement planning has five moving parts: income, investments, taxes, healthcare and legacy. Most firms handle them one at a time. Ivan believes they only work as one conversation, held with an advisor who knows the family personally, and that the reason to get all five right is simple: the years you saved for are meant to be spent with people, in good health, doing things worth getting up for.

Education runs through all of it. He has long held that people make better decisions when someone takes the time to explain the reasoning instead of simply handing over a recommendation, a conviction that goes back to the years he spent teaching accounting at his alma mater.

Ivan is a Certified Public Accountant licensed in New York. He has passed the Series 65 exam and is registered as an investment adviser representative, and holds a Florida 2-15 license for health, life and annuity products. He holds a Bachelor of Business Administration, cum laude, from Baruch College, where he was a scholar athlete.

He lives in South Florida. He is serious about health, fitness and longevity, and is a dedicated racquet sports player: tennis and padel, which he considers the most enjoyable retirement plan anyone has yet devised. They keep you moving, you cannot play alone, and people are still on court in their eighties.