# Aly Kassim-Lakha

> Aly Kassim-Lakha is the founder and CEO of Aspen Standard Wealth, a New York holding company that acquires independent registered investment advisors with the stated intention of owning them permanently. A former Goldman Sachs professional and Advent International investor, he combines local firm autonomy with shared support for growth, recruitment, and operations.

- **Role:** Founder and Chief Executive Officer at Aspen Standard Wealth
- **Organizations:** Aspen Standard Wealth, Advent International, Goldman Sachs
- **Education:** MBA, Stanford University Graduate School of Business, Bachelor of Science in Economics, The Wharton School, University of Pennsylvania
- **Known for:** Selected for WealthManagement.com’s Ten to Watch in 2025, published December 10, 2024., Founded Aspen Standard Wealth, which reached its tenth acquisition in October 2026; affiliated firms reported approximately $16 billion in client assets.

## Career timeline

- **2015-2017** — Registered with Goldman Sachs in San Francisco from October 2015 to August 2017, according to FINRA.
- **—** — Worked as an investor at Advent International; a December 2024 profile reported six years at the firm.
- **2023** — Published Lessons from Joseph Baratta with Dylan Hallman on November 1; the interview was conducted in 2022.
- **2024** — Founded Aspen Standard Wealth in April; its first acquisition, Summitry, was announced November 4.
- **2025** — Aspen added New England Private Wealth Advisors, SKY Investment Group, and MG Financial among its acquisitions.
- **2026** — Named Kevin DiSano president in February; acquired BlueSky in March and Cullen Investment Group in October.

## Achievements

- Selected for WealthManagement.com’s Ten to Watch in 2025, published December 10, 2024.
- Founded Aspen Standard Wealth, which reached its tenth acquisition in October 2026; affiliated firms reported approximately $16 billion in client assets.

## Latest updates

- **2026-10** — Aspen announced its acquisition of Cullen Investment Group on October 6. Industry coverage described this as its tenth acquisition and reported approximately $16 billion in affiliated client assets.
- **2026-07** — CWS Financial Advisors joined Aspen; the announcement reported $15 billion in assets across affiliated RIAs.
- **2026-03** — Aspen acquired BlueSky Wealth Advisors, a New Bern, North Carolina firm with $1 billion in AUM.
- **2026-02** — Aspen appointed former Beacon Pointe chief growth officer Kevin DiSano as president to oversee organic growth.

## Links

- Website: https://aspenstandardwealth.com/aspen-team-member/aly-kassim-lakha/
- LinkedIn: https://www.linkedin.com/in/alykassimlakha

---

Profile page: https://yespress.io/aly-kassim-lakha
Published by YesPress — https://yespress.io
Last updated: 2026-10-09