People Moves

Merion Wealth Partners Appoints Key Executives

Vanessa Doctor October 13, 2011

Merion Wealth Partners Appoints Key Executives

Merion Wealth Partners, the US wealth management firm, has appointed James Barnash as senior vice president.

Barnash brings over three decades of financial advisory experience to the position and was previously the president of the national board of the Financial Planning Association. He has also served as national director for financial planning at Ameriprise earlier in his career.

Concurrent with the appointment of James Barnash is the hire of Toni Neff as chief compliance officer, responsible for ensuring that all divisions and partners at Merion are aligned with industry policies and regulations. Prior to joining Merion, she was COO for Commonwealth Shareholder Services and Citco Mutual Fund Services.

Merion Wealth Partners is an advisor-owned partnership of independent wealth management firms headquartered in Philadelphia and Los Angeles.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes