Who's Moving Where In Wealth Management? – Cherry Bekaert Wealth Management

Editorial Staff

17 September 2023

Cherry Bekaert Wealth Management
Albany, New York-based Cherry Bekaert Wealth Management, the accounting and advisory firm, has appointed Jeff Peller 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.