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.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access