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Financial Planning > Behavioral Finance

New Hire Roundup: Foundation for Financial Planning Adds 4 to Board

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This week in personnel announcements and new hires, the Foundation for Financial Planning added four trustees and also announced new board members, and Brown Advisory added Edward “Trey” Tune as partner.

Also, Justin Richter joined Mariner Wealth Advisors.

Foundation for Financial Planning Adds Trustees, Elects Board Members

The Foundation for Financial Planning announced that it has made four additions to its board of trustees: Marjorie Fox, Kacy Gott, Dan Moisand and Dale Van Scoyk. They are to help the foundation expand its mission of helping people take control of their financial lives by connecting the financial planning community with people in need.

Fox is a partner, cofounder and CEO of FJY, a fee-only financial planning and investment management firm serving the Washington metro area. Gott is one of the principals at Aspirant and its director of wealth management. He is also an adjunct professor at Golden Gate University. Moisand is a principal and financial advisor at Moisand Fitzgerald Tamayo. Van Scoyk is a business and marketing professional with experience in a wide variety of product and service areas.

The foundation also announced the election of three board members. Elissa Buie, CEO of Yeske Buie, was elected to serve a second term as chair of the board of trustees. Bernie Clark, executive vice president and head of Schwab Advisor Services, was elected chair-elect. Jim Stueve, president of RidgeWorth Investments, was elected treasurer.

Brown Advisory Adds Partner

Brown Advisory welcomed Edward “Trey” Tune to the firm as portfolio manager and partner in North Carolina.

Prior to joining, Tune spent 14 years at Brown Brothers Harriman (BBH), where he was a managing director and chief operating officer/chief financial officer for the firm’s wealth management business. Earlier, he headed BBH’s Chicago wealth management office in addition to advising private clients and families. Before joining BBH, he served private clients at Stein Roe & Farnham in Chicago.

Mariner Wealth Advisors Welcomes Richter

Mariner Wealth Advisors has announced that Justin Richter has joined the firm as a senior wealth advisor and a member of the firm’s investment committee.

Richter joins from BOK Financial, where he was a senior vice president and client advisor. His experience also includes nine years as a portfolio manager at UMB Bank, where he worked as part of a team to provide comprehensive financial solutions to high-net-worth individuals and institutions. His past experience also includes working alongside William Greiner, Mariner’s CIO.

REISA Alternative Investments Elects President-Elect, New Officers

REISA’s Board of Directors elected its 2014 officers. Thomas Voekler will be 2014 president-elect; Mark Kosanke of Concorde Financial Group is the 2014 REISA president. The other REISA officers elected were Peter Blum of Ladenburg Thalmann, vice president; Derek Peterson of Walton International Group, secretary; and Deborah Froling of Arent Fox, Treasurer. 2013 REISA President Michael Weil of American Realty Capital will remain on the Board as immediate past president.

Voekler will serve as president-elect through December and will begin a one-year term as president in January 2015. He is the co-founder and managing partner of business operations at Kaplan Voekler Cunningham & Frank PLC in Richmond, Va.

Check out New Hire Roundup: Craig Gordon Leaves RBC Wealth on ThinkAdvisor.


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