People Moves
Who's Moving Where In Wealth Management? – Cherry Bekaert Wealth Management
The latest senior moves and appointments in the North America wealth management service.
Cherry Bekaert Wealth Management
Albany, New York-based Cherry
Bekaert Wealth Management, the accounting and advisory firm,
has appointed Jeff Peller (pictured) as new chief executive
officer.
Peller has more than 25 years’ experience in coaching clients and advisors in a CPA-based wealth management firm as a strategic advisor and growth partner, and is a certified public accountant, certified financial planner, and personal financial specialist.
This news service has contacted the firm for more information, such as details on Peller’s predecessor.
