#United States #Boston #RWA Wealth Partners #Nicole LaChapelle #Steve Reder

RWA Wealth Partners Announcements

RWA Wealth Partners, an independent fiduciary firm managing over $17 billion in client assets, recently revealed significant promotions within its executive leadership team. This move is designed to strengthen the firm’s service capabilities for high-net-worth and ultra-high-net-worth clientele.

New Leadership Roles

Nicole LaChapelle - President of RWA Family Office

Nicole LaChapelle has been appointed as the President of RWA Family Office, a newly established role within the firm. With nearly 20 years of experience, she previously worked at Ropes & Gray LLP, where she gained valuable insights into family wealth management and fiduciary responsibilities. In her new position, LaChapelle will spearhead a dedicated team of 40 professionals focused on addressing the complex financial needs of multigenerational families, particularly in trust and legacy planning.

Steve Reder - President of RWA Private Wealth

In a parallel move, Steve Reder assumes the role of President of RWA Private Wealth. His extensive background includes senior positions at prominent firms such as Goldman Sachs Personal Financial Management and PNC. Reder will oversee a team of 75 specialists who cater to the unique financial requirements of high-net-worth individuals and families. His experience equips him to lead the division effectively while reinforcing RWA's commitment to personalized wealth management services.

Commitment to Excellence

According to Michelle Knight, CEO of RWA Wealth Partners, both LaChapelle and Reder have played crucial roles in advancing the RWA brand over the past year. She expressed her confidence in their leadership abilities, stating, "Nicole and Steve are outstanding leaders, and I am proud to have them at the helm of our private wealth and family office divisions. Their expertise allows us to provide tailored and comprehensive wealth management services, always prioritizing the human aspect of financial management."

RWA Wealth Partners Overview

Founded with a mission to deliver personalized financial services, RWA Wealth Partners stands out as one of the largest woman-led registered investment advisers in the U.S. With a longstanding dedication to serving families and individuals, the firm's operations extend beyond its Newton, MA headquarters, boasting multiple offices including locations in Boston, the San Francisco Bay Area, and Chicago.

The firm’s ambitious vision of growth is underscored by these leadership promotions, as it strives to enhance its offerings for clients through innovative and effective financial strategies.

For more information about RWA Wealth Partners, you can visit www.rwawealth.com or connect with them on LinkedIn.

As RWA Wealth Partners navigates this new phase, clients can anticipate a heightened level of service and sophistication in approaches to wealth management that align with their unique financial journeys.