Peller
Cherry Bekaert Wealth Management LLC (CBWM), the wealth management arm of Richmond, Va.-based IPA 100 firm Cherry Bekaert (FY21 net revenue of $252.1 million), has brought on Jeff Peller as its new CEO.
Peller has over 25 years of experience coaching clients and advisors as a strategic advisor and growth partner, and specializes in results-based planning and investing, total return focused and managed portfolios, tax planning optimization, exit planning and pre-transaction planning.
“The firm is committed to the continual development of its advisory services with strategic leaders,” says Srikant Sastry, MP of advisory services. “Jeff’s leadership, industry knowledge and expertise will accelerate the vision of CBWM, focusing on the growth of clients’ overall wealth.”
