#USA #Bethesda #Pennington Partners #Keith Kellum #Marilyn Santiago

Pennington Partners & Co. Expands to the Southeast

In an exciting development for the affluent community of the Southeast, Pennington Partners & Co. has announced the addition of two remarkable professionals, Keith Kellum and Marilyn Santiago, to its partnership team. This expansion underscores the firm’s ongoing commitment to provide top-tier wealth management and financial solutions for successful families and individuals.

Founded to cater to the intricate needs of entrepreneurial families and high-income earners, Pennington Partners boasts a robust reputation for its comprehensive approach combining investment management, estate planning, and family governance. With their addition, the firm aims to enhance its service offerings significantly.

Introducing the New Partners

Marilyn Santiago: Head of Relationship Management

Marilyn brings over 20 years of wealth management experience, primarily gained at BNY, where she was instrumental in managing relationships with complex family structures. Her track record speaks volumes about her capability to nurture long-lasting client relationships, particularly in the realm of ultra-high-net-worth families. Santiago’s experience in overseeing relationships and developing service frameworks will be crucial in aligning Pennington’s offerings with client expectations.

Marilyn expressed her enthusiasm for joining the firm, noting that Pennington’s dedication to cultivating trust and enhancing the client experience resonates deeply with her professional values. She aims to facilitate families’ navigation through financial complexities with confidence and clarity.

Keith Kellum: Portfolio Manager and Expert in Wealth Advisory

Keith Kellum joins as a Portfolio Manager with extensive expertise in advising distinguished families, including both emerging entrepreneurs and long-established dynasties. Previously, he led the Virtual Family Office practice at BNY Wealth, where he significantly developed advisory platforms for wealthy families. His intimate understanding of wealth management intricacies enables him to deliver exceptional value to clients seeking to maximize their financial legacies.

In his own words, Kellum highlights the necessity of sophisticated solutions in the face of rising complexity. “We need to adopt a modern approach to wealth management that not only addresses financial growth but also ensures the sustenance of family legacies against the backdrop of taxes, spending, and inflation.” His insights will undoubtedly enhance Pennington’s ability to provide small groups of families tailored solutions.

A Unified Vision for Client Success

The addition of Kellum and Santiago aligns perfectly with the ethos of Pennington Partners, which advocates for an individualized, client-first strategy.

Brian Gaister, Co-Founder and CEO of Pennington Partners, articulated the firm’s vision of integrating their expertise into the existing framework. “Their collective experience and shared values strengthen our mission of enhancing the lives of the families we serve,” he stated. Gaister believes that incorporating their diverse skill sets is essential for delivering bespoke solutions that adapt to the evolving financial landscape.

What This Means for the Future

With Kellum and Santiago's arrival, the firm is primed to bolster its position as a leading authority in wealth management. The integration of robust relationship management with strategic investment oversight will empower families to navigate their financial journeys with confidence. Pennington is well-equipped to guide clients in preserving and growing their wealth while formulating legacies that endure across generations.

As Pennington Partners continues to expand, their focus remains on providing high-value services catering to clients’ unique needs. This move not only signifies growth but also reflects the firm’s dedication to adjusting its offerings to meet the increasingly complex demands of their clientele.

In a world where wealth planning transcends basic investment solutions, the collaborative efforts by Pennington Partners & Co. are set to redefine the standards in the multi-family office domain.

To learn more about their services and approach, visit www.penningtonpartners.co.