Apriem Advisors Adds Two Members To Wealth Management Team

New hires lend expertise in portfolio administration, financial planning to rapidly growing Southern California firm
 
 
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* Ria
* Registered Investment Advisor
* Financial Management

Industry:
* Finance

Location:
* Irvine - California - US

IRVINE, Calif. - Sept. 14, 2017 - PRLog -- Following a year of robust expansion that saw a 20 percent organic uptick in assets under management and the opening of two new offices, Apriem Advisors has announced the hiring of a new portfolio administrator and financial planner.

Christopher Whitaker is serving as a financial planner, and Alan Ahmatovic is working as a portfolio administrator. Both are based in Apriem's Irvine, Calif., headquarters.

"We are pleased to have both Alan and Christopher join our team at Apriem Advisors," said Harmon Kong, CFP, chief wealth manager who co-founded the company in 1998. "As we continue to grow our client roster and enter new markets, we remain dedicated to providing the highest degree of service that our business partners expect. Alan and Christopher are both talented young professionals who will support this endeavor."

Ahmatovic graduated from California State University, Fullerton and recently obtained his CFA Level 2 certification. Whitaker had previously worked in pharmaceutical sales before switching to wealth management.

Earlier this summer, Apriem opened new offices in San Diego, Calif., and Torrance, Calif., to better serve existing clients in those areas while reaching new ones in its burgeoning Industrial Retiree Practice. For several consecutive years, the firm has claimed compliance with Global Investment Performance Standards (GIPS), a voluntary regulation based on full disclosure and fair representation of investment performance results which offers clients a exceptionally high level of transparency unusual in today's wealth management industry.

About Apriem Advisors: Headquartered in Irvine, Calif., Apriem Advisors is an independent, registered investment advisory firm. It manages assets for approximately 350 families worldwide, totaling more than $500 million in assets under management. Apriem also operates offices in San Diego, Calif., and Torrance, Calif. True to its Latin-based namesake, Apriem strives to provide its clients with the highest degree of service while handling all facets of their finances, enabling them to experience financial security and freedom. Connect with us at http://www.apriem.com.

Media Contact
Paige Peabody
HKA Marketing Communications
paige@hkamarcom.com
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Tags:Ria, Registered Investment Advisor, Financial Management
Industry:Finance
Location:Irvine - California - United States
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Page Updated Last on: Sep 14, 2017



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