On the move at Versant, Fidelity, Jennings Strouss, REDW

Business News | 24 Jun |

Versant Capital Management hires Matt Miller

Versant Capital Management announced today the April 2021 hiring of Arizona-native Matt Miller, CFP®, as senior client associate.

Matt is a Brophy College Prep alumnus. He began his financial services career in 2001 after graduating from Santa Clara University, where he was a three-year starter for the Broncos’ baseball team. After three formative years at Miller-Russell & Associates — a Phoenix based investment firm founded in 1991 by his father — Matt moved to Texas, where he earned an MBA at the University of Texas’ McCombs School of Business. From there, he rose to vice president at Austin-based Dimensional Fund Advisors (DFA). At DFA he developed a deep knowledge of markets, security pricing models, expertise in regression analysis, and the importance of a financial advisor.

At Versant Capital Management, Matt collaborates with the firm’s wealth counselors to deliver a lineup of financial planning and investment services to its clients. He brings wealth management expertise and life experience to helping Versant’s clients realize their long-term financial goals. Matt also brings an institutional-level investment-related skill set which he will be contributing to our due diligence and investment committees.

A CERTIFIED FINANCIAL PLANNER and a member of the Central Arizona Estate Planning Council and Financial Planning Association, Matt enjoys building deep and lasting relationships with both clients and industry partners. He explains, “There are a lot of smart and talented financial advisors, but effective ones seek to know their clients beyond their financial statements. That means striving to understand what keeps their clients up at night, and what’s important to their and families or businesses.”

Fidelity National Title Agency celebrates retirement, promotion

Fidelity National Title Agency announced a passing of the torch celebration with the retirement of industry mentor Vice President Diane Carpenter and the promotion of her protégé Kristina Gooding to Vice President/Branch Manager of the firm’s Northgate Commercial office.

Carpenter, an industry veteran of 26 years, has been with Fidelity National Title since 2016. She retires as Branch Manager of the Northgate Commercial office, 14000 N. Pima Road in Scottsdale. During her career as a commercial escrow officer, Carpenter personally closed more than 8,000 transactions valued at more than $30 billion.

Carpenter’s experience includes executing sophisticated multiparty transactions for a wide range of projects. It includes master-planned communities as well as commercial, office, industrial, medical, hospitality, multi-family and large vacant land deals for owners, lenders, investors, developers and builders. She has also managed and coordinated major non-real estate escrows, including corporate mergers and acquisitions in addition to complex joint development agreements among various developers and homebuilders.

Gooding, who previously served as Assistant Vice President/Commercial Escrow Officer, is a 15-year industry veteran. She has been with Fidelity National Title for 5 years. Her new responsibilities will be to manage the Northgate Commercial branch, which includes managing personnel, profit and loss responsibility as well as other managerial responsibilities.

“Diane’s commitment to her craft has been exceptional, resulting in an expertise and accumulation of knowledge that ensures a legacy that will always be valued and remembered,” said Mary Lou Paulk, Fidelity National Title President/County Manager. “I want to thank Diane for her dedication to our company and wish her well as she moves forward and welcome Kristina to her new position.”

“Kristina has demonstrated during her tenure with Fidelity innate leadership skills together with her superior technical knowledge in escrow and title making her the perfect person to lead this dynamic commercial team,” said Senior Vice President/Operations Manager Diane Day. “We are so excited that Kristina is ready for the new challenge as Diane heads into retirement. She has been mentored to take the lead and is eager to embrace it.”

Jennings Strouss’ Richard K. Delo elected to management committee

Jennings, Strouss & Salmon, P.L.C., a leading Phoenix-based law firm, announced that Richard K. Delo has been elected to the Management Committee for a three-year term. Delo succeeds John J. Egbert, who stepped down from the position after six years to embark on a three-year mission for his Church. The Firm’s three-person Management Committee also includes Managing Attorney John C. Norling and Member Jeffrey D. Gardner.

“I am honored to be elected to the Firm’s Management Committee,” states Delo. “Jennings Strouss has an exceptional reputation for providing legal services in Arizona. I look forward to working with the Management Committee and developing new opportunities for the Firm.”

Delo primarily practices in the areas of medical malpractice defense, healthcare law and personal injury. He focuses his practice on the defense of physicians, hospitals and healthcare providers in medical malpractice cases. Delo also represents physicians in disciplinary hearings before the Arizona Medical Board and the Arizona Board of Osteopathic Examiners.

“Rick will be a tremendous asset to the Firm’s Management Committee,” states John C. Norling, Managing Attorney. “I look forward to working with Rick as the Firm continues to grow and expand its services to our clients.”

REDW Wealth continues Arizona strategic expansion

REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, announced that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. While PWM has ceased operations, Hinton and Papelian will continue to serve their existing client base and the Phoenix market at large as members of the REDW Wealth team

Reese Hinton, CFP®, and Robert (Rob) Papelian, CFA, CMT, are joining the REDW Wealth team as Senior Wealth Advisors in the firm’s Phoenix office.

“Adding Reese and Rob to our rapidly growing practice is part of our continued strategic expansion in Arizona,” said Paul Madrid, REDW Wealth Principal and Practice Leader. “Since 2019, we’ve been selectively exploring opportunities to join forces with wealth advisory groups that align with our vision and forward-thinking approach, and our commitment to delivering the types of client experience that appeal to today’s consumers. Since our very first meeting, it was clear that PWM was a perfect fit for our business model. Now as one team, we’re even better positioned to meet the shifting investment needs and expectations of our clients and the community we serve.”

Mike Allen, REDW Principal-in-Charge of the Phoenix Office, added: “The wealth management industry is undergoing rapid change and that, in turn, presents tremendous growth opportunities for advisory firms like REDW. It’s exciting to see the transformation and growth our wealth division is experiencing as we continue to adapt, innovate, and ramp up our digital capabilities. The addition of Reese and Rob to the Phoenix wealth team perfectly aligns with our future-ready firm vision.”

Following their successful careers at Charles Schwab Private Investment Advisory, Hinton and Papelian founded PWM in 2019 with a goal of providing a fully customized wealth management solution alternative to traditional RIA firms. Papelian brings more than 10 years of experience in the financial services industry working with individuals and small businesses to develop customized portfolio strategies, including those involving derivatives and transactions abroad on foreign exchanges. Hinton has broad experience in portfolio management, investment analysis, trading and financial planning.

 

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