Meristem Family Wealth Welcomes Barb Quasius as Senior Lead Client Advisor
Meristem Family Wealth announced today that Barb Quasius has joined the firm as Senior Lead Client Advisor. Quasius will be located in Meristem’s Naples office working alongside David Legus, Managing Director – Florida, and the entire Meristem team.
“Barb’s passion for positively impacting both the financial and family capital is a great fit to our team as Meristem serves wonderful client families,” said Charlie Maxwell, Chairman and CEO at Meristem Family Wealth. “With more than 25 years of experience in family office, direct and indirect investments, acquisitions and divestitures, risk management, and estate, family governance and legacy planning, Barb brings a set of skills that we look forward to integrating into our practice as we continue to serve and grow SW Florida and beyond.”
Quasius served as CFO, Board Member and Family Office Executive for a multi-generation single family office in Kohler, WI for over 25 years. Though a Wisconsin native, she now calls Naples home. Along with being a licensed CPA, Quasius attained her MBA from Marquette University and BA in Accounting, International Business and Spanish from Lakeland University.
“I’m excited to join the talented team at Meristem at this phase of my career. Meristem’s core values and team of dedicated professionals, matched with a comprehensive wealth management platform, aligns with and supports my desire to utilize my background to serve families and individuals in achieving their financial, family governance and family legacy goals.” Said Quasius.
Meristem Family Wealth
Meristem Family Wealth is a federally registered investment adviser with $4.3B in assets under management. Based in Minnetonka, MN, Meristem has offices in Naples, FL, Sioux Falls, SD and Scottsdale, AZ, serving families generationally, nationally and abroad.