EMBREE FINANCIAL Group Press Release January 20, 2015
EMBREE FINANCIAL Group is proud to announce the addition of two new ...
of 1

Press release - EMBREE FINANCIAL Group

Published on: Mar 4, 2016
Source: www.slideshare.net


Transcripts - Press release - EMBREE FINANCIAL Group

  • 1. EMBREE FINANCIAL Group Press Release January 20, 2015 EMBREE FINANCIAL Group is proud to announce the addition of two new members to its team. Jim Karabas, JD, CFP and CIMA joins Embree as the Director of the Private Wealth Management practice and Chad Rawleigh, CFA joins as the Director of Retirement Plan Services. Jim comes to Embree with 30 years of experience in financial services. He spent 18 years of his career as First Vice President of Investments with Merrill Lynch’s Private Banking and Investment Group (PBIG), where he provided complex financial planning services to executives, business owners and high net worth families. He left Merrill Lynch in 2006 and joined an independent dually registered RIA/Broker Dealer where he served as Managing Director of Operations while continuing to serve clients. In his role Jim was integral in developing an industry leading client service model, comprehensive financial planning platform, open architecture investment solutions and integrated technology. “The addition of an experienced professional like Jim will bring a level of expertise to EMBREE FINANCIAL that will add great value to our clients. I am thrilled to bring on someone with such a unique set of credentials to our firm,” says Paul Embree, President and CEO of EMBREE FINANCIAL Group. Jim has the CFP and CIMA designations as well as a JD. Mr. Embree goes on to say, “In addition to providing expert advice to our clients, Jim’s leadership experience in growing RIA firms will help us improve a platform that will attract other experienced advisors and financial planners and provide them a place to service their clients in an independent, unbiased environment.” “Jim and I have the same philosophy regarding culture which is important to me, because as we continue to grow we must maintain the boutique culture that we have built at EMBREE over the past 20 years”. Chad, a Chartered Financial Analyst (CFA) comes to EMBREE FINANCIAL Group with 16 years of experience in financial services. Prior to joining EMBREE, Chad spent time with Schwab Advisor Services as a Relationship Manger covering RIAs in Illinois and Wisconsin. In that role, Chad leveraged his technical skill set when “partnering” with his institutional clients to help them achieve their unique business goals. Prior to Schwab, he spent time with First Analysis as an Institutional Equity Sales representative covering hedge funds and mutual fund managers. Chad’s expertise in the private equity world comes from his experience working for Arthur Anderson providing accounting due diligence. Mr. Embree stated, “Chad was our Institutional Relationship Manager when he was with Schwab. He has a great work ethic and keen business sense, which will be great assets for our current and future clients.” He continued, “having Chad’s institutional experience and leadership on the Retirement Plan Services team will give our clients continued confidence in our ability to innovate and provide best-in-class solutions for their corporate retirement plans.”

Related Documents