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January 22, 2014 at 04:38 AM
This week in personnel announcements and new hires, the Foundation for Financial Planning added four trustees and also announced new board members, and Brown Advisory added Edward “Trey” Tune as partner.
Also, Justin Richter joined Mariner Wealth Advisors.
Foundation for Financial Planning Adds Trustees, Elects Board Members
The Foundation for Financial Planning announced that it has made four additions to its board of trustees: Marjorie Fox, Kacy Gott, Dan Moisand and Dale Van Scoyk. They are to help the foundation expand its mission of helping people take control of their financial lives by connecting the financial planning community with people in need.
Fox is a partner, cofounder and CEO of FJY, a fee-only financial planning and investment management firm serving the Washington metro area. Gott is one of the principals at Aspirant and its director of wealth management. He is also an adjunct professor at Golden Gate University. Moisand is a principal and financial advisor at Moisand Fitzgerald Tamayo. Van Scoyk is a business and marketing professional with experience in a wide variety of product and service areas.
The foundation also announced the election of three board members. Elissa Buie, CEO of Yeske Buie, was elected to serve a second term as chair of the board of trustees. Bernie Clark, executive vice president and head of Schwab Advisor Services, was elected chair-elect. Jim Stueve, president of RidgeWorth Investments, was elected treasurer.
Brown Advisory Adds Partner
Brown Advisory welcomed Edward “Trey” Tune to the firm as portfolio manager and partner in North Carolina.
Prior to joining, Tune spent 14 years at Brown Brothers Harriman (BBH), where he was a managing director and chief operating officer/chief financial officer for the firm’s wealth management business. Earlier, he headed BBH’s Chicago wealth management office in addition to advising private clients and families. Before joining BBH, he served private clients at Stein Roe & Farnham in Chicago.
