Cary Stamp & Co. Appoints Highly Respected Wealth Management Executive Michael Reed in New Role of Chief Strategic Officer and Chief of Staff
–News Direct–
Cary Stamp & Co., Principled Wealth Advisors, a nationwide provider of financial advisory services, today announced that accomplished wealth management executive Michael Reed has joined the company as Chief Strategic Officer and Chief of Staff. He teams up with a strong executive team including Cary Stamp, CEO, Patrick Thompson, COO, Jack Schanne, CIO, and Ryan Swenson, CGO.
In this newly created role, Reed will lead Cary Stamp & Co.s efforts to grow through mergers and strategic new hires while also refining the companys operational platform to support scale and organizational efficiency. With $415 million in assets under management, Cary Stamp & Co. employs 14 team members, including seven advisors, and serves clients in 32 states.
Michael has a re...
