RWA Wealth Partners Welcomes Doris Meister to Board as Executive Chairwoman
On February 25, 2025, RWA Wealth Partners announced a pivotal addition to its executive team: Doris P. Meister has been appointed as the new executive chairwoman of the board of directors. This is a momentous occasion for RWA Wealth Partners, a distinguished independent fiduciary firm that oversees over $17 billion in client assets. With the aim of enhancing governance and strategic leadership, the inclusion of Meister reflects the firm’s commitment to leveraging top-tier talent in the competitive wealth management landscape.
Doris Meister arrives at RWA Wealth Partners with an impressive track record of over 35 years in the financial services industry. Prior to her new appointment, she was at the helm of Wilmington Trust, where she served as chair and CEO. Under her leadership, Wilmington Trust, a subsidiary of MT Bank, boasted an impressive $80 billion in assets under management and generated revenues exceeding $1 billion. Meister’s experience also includes notable positions at reputable firms like BNY Mellon, Bernstein Global Wealth Management, and Merrill Lynch's Private Banking and Investment Group, where she was instrumental in driving strategic growth.
Michelle Knight, CEO of RWA Wealth Partners, expressed excitement about Doris’s appointment: "Doris has been a transformational leader at the firms she led, demonstrating her capability in building effective teams and fostering a high-performance culture. I am eager for her insights and collaboration as we aim to enhance our position as a premier boutique provider of wealth management solutions."
In her own words, Doris Meister shared her enthusiasm for joining RWA and highlighted the firm’s unique opportunity to deliver exceptional value to its clients, employees, and shareholders. "RWA Wealth Partners is one of the largest woman-led registered investment advisers in the nation. I am thrilled to be a part of this organization as we work together towards achieving greater success,” Meister remarked.
Currently, Doris serves on several other boards, including AssetMark, Inc., a leading financial advisory technology platform; the American Endowment Foundation, a prominent sponsor of donor-advised funds; and Miracle Mile Advisors, a well-respected financial advisory firm.
RWA Wealth Partners has carved out a niche in the wealth management sector with its integrated services that combine financial planning with tax, estate, and family office solutions. Headquartered in Newton, MA, RWA has expanded its presence nationally, with offices in key markets including Boston, the San Francisco Bay Area, and Chicago. This strategic board appointment signals RWA’s intent to continue its trajectory of growth and innovation in service of its diverse clientele.
As the firm progresses under new leadership, the financial community is keenly watching how RWA Wealth Partners will leverage Doris Meister’s expertise in strategy and governance to elevate its business model further. With her at the forefront, the firm is positioned to navigate the evolving demands of the wealth management industry, providing tailored solutions that resonate with their clients' needs.
As RWA Wealth Partners moves forward, it is clear that Doris Meister's leadership will play a crucial role in shaping the firm's future and responding adeptly to the challenges and opportunities that lie ahead. By embracing a strategy that focuses on high-performance culture and client-centric solutions, RWA aims not only to sustain its success but to redefine standards in the wealth management space.
Doris Meister arrives at RWA Wealth Partners with an impressive track record of over 35 years in the financial services industry. Prior to her new appointment, she was at the helm of Wilmington Trust, where she served as chair and CEO. Under her leadership, Wilmington Trust, a subsidiary of MT Bank, boasted an impressive $80 billion in assets under management and generated revenues exceeding $1 billion. Meister’s experience also includes notable positions at reputable firms like BNY Mellon, Bernstein Global Wealth Management, and Merrill Lynch's Private Banking and Investment Group, where she was instrumental in driving strategic growth.
Michelle Knight, CEO of RWA Wealth Partners, expressed excitement about Doris’s appointment: "Doris has been a transformational leader at the firms she led, demonstrating her capability in building effective teams and fostering a high-performance culture. I am eager for her insights and collaboration as we aim to enhance our position as a premier boutique provider of wealth management solutions."
In her own words, Doris Meister shared her enthusiasm for joining RWA and highlighted the firm’s unique opportunity to deliver exceptional value to its clients, employees, and shareholders. "RWA Wealth Partners is one of the largest woman-led registered investment advisers in the nation. I am thrilled to be a part of this organization as we work together towards achieving greater success,” Meister remarked.
Currently, Doris serves on several other boards, including AssetMark, Inc., a leading financial advisory technology platform; the American Endowment Foundation, a prominent sponsor of donor-advised funds; and Miracle Mile Advisors, a well-respected financial advisory firm.
RWA Wealth Partners has carved out a niche in the wealth management sector with its integrated services that combine financial planning with tax, estate, and family office solutions. Headquartered in Newton, MA, RWA has expanded its presence nationally, with offices in key markets including Boston, the San Francisco Bay Area, and Chicago. This strategic board appointment signals RWA’s intent to continue its trajectory of growth and innovation in service of its diverse clientele.
As the firm progresses under new leadership, the financial community is keenly watching how RWA Wealth Partners will leverage Doris Meister’s expertise in strategy and governance to elevate its business model further. With her at the forefront, the firm is positioned to navigate the evolving demands of the wealth management industry, providing tailored solutions that resonate with their clients' needs.
As RWA Wealth Partners moves forward, it is clear that Doris Meister's leadership will play a crucial role in shaping the firm's future and responding adeptly to the challenges and opportunities that lie ahead. By embracing a strategy that focuses on high-performance culture and client-centric solutions, RWA aims not only to sustain its success but to redefine standards in the wealth management space.
Topics Financial Services & Investing）
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