Rothstein Kass Family Office Group has brought on Nancy H. Schultz to fill the newly created position of Director of the Family Office Group in the Western Region.
As part of a broader effort to expand its operations nationwide, the move comes less than two weeks after the Roseland, N.J.-based company announced via Twitter that it had added its 1,000th employee. Rothstein Kass expects that Schultz, who will be operating out of Beverly Hills, Calif., will be able to parlay her 25 years of financial planning experience and her extensive network of contacts in the region to take advantage of growing demand for single-family practices on the West Coast.
“Because of the growing appeal of the family office model, we continue to see increasing demand for our offerings across the communities and geographies we serve,” according to Rick Flynn.
Schultz was formerly Chief Operating Officer at Beverly Hills-based Simms, Inc., a post which included managing family office operations. Prior to that, she was CFO of Saban Capital Group and CFO of The Jim Henson Company.