Family Office
Md financial planner hires client services manager
E. Gamble joins Wealth Management Institute from Financial
Resources Group. Gaithersburg, Md.-based investment advisory
Wealth Management Institute (WMI) has hired Eugene Gamble as its
head of client services. Reporting to WMI's executive director
Cameron Bell, Gamble is the firm's primary relationship manager
and business-development officer.
Cross town
"Gene has over 15 years of proven success in developing
investment strategies that generate positive results for his
clients," says Bell. "We are confident [WMI] clients will be in
competent, committed and friendly hands with Gene."
Before joining WMI, Gamble spent nine years as an investment
analyst with Gaithersburg-based Financial Resources Group, where
he streamlined strategies for investment-management programs,
implemented trades in managed accounts and contributed to the
doubling of the firm's growth in assets under management to $20
million.
WMI provides financial-planning, asset-management and
retirement-planning services to individual investors and
contribution planning to businesses. It has about $12 million in
assets under management, according to its latest ADV filing with
the NAME SEC. -FWR
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