Greenspring Wealth Management is pleased to announce the addition of three new team members and one internal promotion in 2012.
Laura Stoner – After joining Greenspring in April 2010 as Client Service Manager, Laura was promoted to Operations Manager in 2012. In this role, Laura is responsible for the firm’s operational and administrative function along with client service for Greenspring’s Private Client Group. Laura works in Greenspring’s Towson, MD office.
“Laura exemplifies the character, hard work and servant’s mentality that we strive for at Greenspring. She is one of our true success stories and we are grateful to have such a talented individual on the team. We continue to expect great things from Laura and look forward to watching her flourish in this new role” said Patrick Collins, Managing Director of the Private Client Group at Greenspring.
Molly Goetz– Molly joined Greenspring in January 2012 as a Financial Advisor in our Private Client Group. In this role, she helps clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met. Molly has spent her entire career in the financial industry. Prior to joining Greenspring she worked in a variety of capacities in the Institutional Equity Division of Deutsche Bank, and most recently was an Associate at a private equity firm. Molly works in Greenspring’s Towson, MD office.
“Molly’s broad background in finance helps round out an impressive staff at Greenspring. Her commitment to excellence and excitement about serving clients makes her an ideal fit and we are delighted she is part of the team,” said Collins.
Kelly Montgomery – Kelly joined the firm in April 2012 as an Administrative Associate after working for five years at Grace Fellowship Church. While at Grace, Kelly held administrative positions in two departments and gained experience in volunteer and event management as well as corporate communications. In this role, Kelly supports the administrative and client service efforts of both the Private Client and Institutional Client Groups. Kelly works in Greenspring’s Towson, MD office.
“As we strive to be one of the country’s leading independent wealth management and retirement plan consulting firms we remain committed to attracting great people to serve the needs of our clients,” said Joshua P. Itzoe, Partner & Managing Director of Greenspring’s Institutional Client Group. “We interviewed many candidates for this critical role and adding someone of Kelly’s caliber is a major win for our team.”
Evan Melcher – Evan joined Greenspring in May 2012 as a Retirement Plan Consultant in Greenspring’s Institutional Client Group. Prior to joining Greenspring, Evan worked at SunTrust Bank for eleven years and spent the majority of his career as a Director in the Employee Benefit Solutions division where he had the responsibility for managing many of the organization’s largest retirement plan clients, and he was also a leading member of the investment oversight committee for the SunTrust Institutional 401(k). Evan specializes in developing and managing retirement plan solutions for institutional clients by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, and investment advice and education to plan participants. He is responsible for leading Greenspring’s business development and marketing efforts in the Southeast market and works in Greenspring’s Watkinsville, GA office.
“We are thrilled to add such a talented retirement professional like Evan to our team,” said Itzoe. “His deep experience in the retirement market along with his community involvement in the Atlanta area make him a perfect addition to our firm.”
Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.