Vicki, John and Russ are important members of our team. Over their years with SignatureFD, they’ve each demonstrated their commitment to superior client service and dedication to growth.
Atlanta, GA (PRWEB) December 08, 2014
SignatureFD, a leading privately held financial design and advisory firm headquartered in Atlanta, has promoted three team members to partner: Russ Cearley, CFA®; John O’Donnell, CIMA®, CPWA®; and Victoria Shackley, JD, LLM, CFP®.
Cearley, who has been with SignatureFD since 2010, will helm the firm’s new office in Charlotte, North Carolina. He is the director of portfolio strategy and works with the investment committee to design the overall portfolio strategy, asset class selection, strategy due diligence and ongoing monitoring of the firm’s portfolios.
O’Donnell, a client relationship manager, has been with the firm since 2012. He is also an initiative leader for SignatureEXEC, a specialized practice team that partners with busy executives to integrate and optimize all aspects of their personal finances.
Shackley has been with SignatureFD since 2011. As one of the firm’s client relationship managers, she is responsible for the development and execution of sophisticated wealth accumulation, preservation and transfer strategies for our clients.
“Vicki, John and Russ are important members of our team. Over their years with SignatureFD, they’ve each demonstrated their commitment to superior client service and dedication to growth,” said Jeff Peller, SignatureFD co-founder and CEO. “We look forward to seeing them take on even more central leadership roles at our firm in the future and are proud to have them as partners.”
SignatureFD, LLC, is an innovative and comprehensive financial design firm with a simple mission: to empower each client to use their wealth to live a great life. Founded in 1997, SignatureFD offers a full suite of wealth management services designed to meet the needs of high-net-worth individuals and families. These include asset management, asset protection, tax planning, cash flow and debt management, wealth transfer planning and financial life planning. SignatureFD manages over $2.2 billion for 750 client families and has a client retention rate of 97% since opening its doors in 1997. For more information, visit the SignatureFD website at http://www.signaturefd.com.
Jeff Peller, Co-Founder and CEO
1230 Peachtree St. NE, Suite 1800
Atlanta, GA 30309