Beverly Hills Wealth Management this week announced that Anita Brown will join the firm as a senior vice president and wealth management advisor.
Brown, a 30-year industry veteran, will be responsible for high-net worth portfolio construction and helping to develop and manage investment strategies. Most recently, she served as vice president and financial advisor at Morgan Stanley Smith Barney where she worked with Mag Black-Scott, BHWM's president and CEO.
Prior to that role at Morgan Stanley, Brown held high net worth portfolio management positions at Citigroup Trust and Wells Fargo. She also served as executive director investments at CIBC Oppenheimer.
"We are thrilled to have Anita join the Beverly Hills Wealth Management team," Black-Scott said in a statement. "She brings tremendous investment experience and a proven track record of success in portfolio construction. Joining Beverly Hills Wealth Management allows Anita to continue to be a true fiduciary, acting only in her clients’ best interest."
"I am excited to be working with Mag again and am thrilled to bring my clients everything Beverly Hills Wealth Management has to offer," Brown said in a statement. "Many of my clients have been with me for well over 20 years and I am confident that joining Beverly Hills Wealth Management will only enhance the level of personal service and attention I can give them, helping me to continue meeting and exceeding their defined goals and objectives."
BHWM was founded in 2010.
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