People Moves

Encompass Wealth Advisors Makes Two Hires

Eliane Chavagnon Editor - Family Wealth Report October 22, 2015

Encompass Wealth Advisors Makes Two Hires

Encompass Wealth Advisors has hired wealth managers Rick Conway and Mohammad Saeed Rahman.

Encompass became the first independent RIA practice to launch in partnership with tru Independence in July 2014.

Prior to the firm's launch, Derrick Clouser, RIA principal at the firm, and his Encompass colleagues—Walter Urban, Matthew Presjak, Colin Williams and Mary Minshall—had worked together at Morgan Stanley in Portland since 2001.

Conway is based in San Francisco and Rahman is based in Oregon.

 

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