RKL Wealth Management Adds Two Portfolio Managers to Team
On: January 4, 2017 Filed Under: Member News
LANCASTER, PA (January 4, 2017) – RKL Wealth Management LLC, a subsidiary of RKL LLP, today announced the hiring of Brandon K. Adams and Jeffrey R. Guindon as Portfolio Managers with the firm.
In their new roles, Adams and Guindon are responsible for developing customized investment portfolios to help clients meet their unique financial goals and needs.
Adams has nearly a decade of experience in the investment industry, including roles as a Portfolio Analyst and Manager. He also has experience in endowment portfolio research and reporting. Adams holds a B.S. in Finance from Penn State University, and is a Level III candidate for the Chartered Financial Analyst® designation. In his spare time, Adams enjoys mountain climbing – most notably Mt. Kilamanjaro in the summer of 2009 – and playing basketball. He resides in Mount Joy with his wife and daughter.
Guindon brings over 10 years of experience to his role at RKL Wealth Management. He previously worked at several local firms as Portfolio Manager and Director of Investment Research. Prior to entering the wealth management industry, Guindon worked as a healthcare management consultant. He holds a B.S. in Sociology from James Madison University and earned his M.B.A. in Finance from York College of Pennsylvania. Guindon resides in Lancaster with his wife and two sons, and he enjoys reading, hiking, traveling and volunteering.
ABOUT RKL WEALTH MANAGEMENT
Serving Central and Eastern Pennsylvania, RKL Wealth Management offers a broad range of services including investment management, financial planning, estate planning and qualified retirement plans for businesses. RKL Wealth Management offers clients a tax-efficient approach to all of its services through collaboration with parent company RKL LLP. Learn more at www.rklwealth.com.