Meristem Family Wealth

News

NEWS

New Hires

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

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.

Meristem is pleased to announce the following promotions:  Andy Ohman, CFP, CPA®, Lead Client Advisor has been named Director of Client Experience.   Anne Novak, CPA, PFS, Lead Client Advisor will take on additional responsibilities as Vice President, Meristem Trust Company (pending board approval).   Patrick Siering, MBA has been promoted to Client Advisor.  Greg Laughlin, MBA has been promoted to Client Advisor.