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.
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