Raymond James appointed Samantha Trebesch to be the brand new head of its Advisor Inclusion Networks as she takes on an expanded position on the firm. She beforehand oversaw sustainable investing within the agency’s Personal Consumer Group.
Trebesch has now taken on the position of senior vp of each the inclusion networks and sustainable investing. She’s going to work carefully with AIN’s advisory councils to proceed to refine and develop their range packages and initiatives, in keeping with Kim Jenson, PCG chief working officer.
As head of the Advisor Inclusion Networks, Trebesch will present centralized management and company assist to the established monetary advisor networks for the Girls, Black, Pleasure and Veteran communities, in partnership with their respective advisory councils, Raymond James stated.
The networks present advisors with a discussion board for sharing sources, methods and concepts to boost their companies and serve the communities they symbolize. Every community hosts an annual symposium open to Raymond James monetary advisors and others within the business.
“Those that have had the pleasure of working with Samantha know the extent of strategic pondering, excellence and keenness she brings to each alternative,” Jenson stated in a press release.
As head of AIN, she is succeeding Renée Baker, who Raymond James stated Monday “lately departed the agency to pursue different alternatives” after practically 4 years within the position. Baker joined Raymond James in 2017 as the pinnacle of promoting for Carillon Tower Advisors; she additionally serves as a decide for ThinkAdvisor’s LUMINARIES recognition program.
“I’ll keep within the business and proceed to serve locally,” stated Baker in a press release. “I’m nonetheless very a lot devoted to wealth constructing, growing various illustration throughout the monetary providers business and the monetary planning occupation in order that work and people efforts will proceed in some capability.”
