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June 28, 2023 at 04:44 PM
Raymond James appointed Samantha Trebesch to be the new head of its Advisor Inclusion Networks as she takes on an expanded role at the company. She previously oversaw sustainable investing in the firm’s Private Client Group.
Trebesch has now taken on the role of senior vice president of both the inclusion networks and sustainable investing. She will work closely with AIN’s advisory councils to continue to refine and grow their diversity programs and initiatives, according to Kim Jenson, PCG chief operating officer.
As head of the Advisor Inclusion Networks, Trebesch will provide centralized leadership and corporate support to the established financial advisor networks for the Women, Black, Pride and Veteran communities, in partnership with their respective advisory councils, Raymond James said.
The networks provide advisors with a forum for sharing resources, strategies and ideas to enhance their businesses and serve the communities they represent. Each network hosts an annual symposium open to Raymond James financial advisors and others in the industry.
“Those who have had the pleasure of working with Samantha know the level of strategic thinking, excellence and passion she brings to every opportunity,” Jenson said in a statement.
As head of AIN, she is succeeding Renée Baker, who Raymond James said Monday “recently departed the firm to pursue other opportunities” after nearly four years in the role. Baker joined Raymond James in 2017 as the head of marketing for Carillon Tower Advisors; she also serves as a judge for ThinkAdvisor’s LUMINARIES recognition program.
“I will stay in the industry and continue to serve in the community,” said Baker in a statement. “I’m still very much dedicated to wealth building, increasing diverse representation within the financial services industry and the financial planning profession so that work and those efforts will continue in some capacity.”
