Meristem Family Wealth

News

NEWS

New Hires

Anne Paape joins Meristem as Director of Estate Planning and Vice President & General Counsel of Meristem Trust Company as of May, 2017.  She brings over 10 years of experience as a trust and estate attorney.  Anne has a Bachelor of Arts degree in Sociology from St. Catherine University and a Juris Doctorate from the University of Minnesota Law School.

Kim Drewiske joins Meristem as an Executive Assistant as of May, 2017.  She earned her degree from the University of Wisconsin – Eau Claire, where she majored in Organizational Communication and minored in Event Planning.

Dave Legus joins Meristem as Managing Director, Florida as of January, 2017.  He has extensive experience in the financial services industry with time spent at Alliance Bernstein and the Private Client Reserve of US Bank.  Dave received his undergraduate degree in Finance at Notre Dame and his MBA from The Anderson School at UCLA.

 

Announcements

Proud to share an article showcasing the philanthropic and business initiatives of one of our investors, Richard Schulze.  Minnesota Business

Meristem is pleased to announce that Paula Bata has been promoted to Controller. With this position, Paula will be responsible for Meristem’s accounting operations including budgeting, tax and payroll activities. She will also oversee the firm’s investment fund accounting. Please join us in congratulating Paula on her new role.

Anne Novak, CPA, PFS, CTFA, Client Advisor, Meristem and Vice President, Meristem Trust Company,  received her Certified Trust and Financial Advisor (CTFA) certification from the Institute of Certified Bankers on February 16, 2017.  Earning the CTFA requires extensive experience and education in the wealth management and trust field, and the passing of a rigorous and comprehensive exam.  Maintaining the CTFA requires an ongoing commitment to continuing education.