Beverly Hills Wealth Management, a wealth management firm serving high-net-worth individuals, families and businesses, announced the hiring of a new marketing director and the launch of its new Public Agency Financial Advisory division.
Andy Fass, based out of BHWM’s new Roseville, Calif. office, will take over as Western division marketing director and financial advisor. Fass will be responsible for growing and developing the firm’s new Public Agency Financial Advisory division and support recently hired Steven Stahlberg, Western Division director, in growing and developing initiatives in the region.
Prior to joining BHWM, Fass was senior vice president and branch manager at Robert W. Baird and was previously district sales manager at Morgan Stanley where he oversaw sales productivity, marketing and training for 370 advisors of 26 branches.
“Andy brings extensive experience in the public agency arena and will bring tremendous value to our client space,” said Mag Black-Scott, president and CEO.
Fass comes to BHWM with nearly 30 years of industry experience and more than $140 million in client assets under management. He specializes in financial management and consulting for government organizations in California and has extensive knowledge of government codes and regulations that exist for agency funds.
Kylie Hennagin writes for Financial Planning.