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Quote of the week

"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

California RIA Names Western Division Director

Eliane Chavagnon
Reporter

12 June 2012
Daily News Analysis

California’s Beverly Hills Wealth Management has appointed industry veteran Steven Stahlberg as western division director, with immediate effect.

Stahlberg joins BHWM with over 30 years of industry experience and will focus on growing and developing the firm’s presence on both a regional and national scale, according to a statement.

“I chose BHWM for the ‘entrepreneurial’ opportunity it offers its wealth management advisors to be owners of the business and contribute to the creative and intellectual process,” Stahlberg said.

Previously, Stahlberg served as western regional director at Robert W Baird, helping to build the firm’s presence on the West Coast. Before that, he was a district manager for Morgan Stanley, working with 22 branches and some 340 advisors.

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