Independent firm acquires 16th former big bank veteran in 13 months
Private Wealth Asset Management expanded its team with the addition of Leslie Miller as partner and senior portfolio manager.
Omaha, Neb. , Oct. 26, 2022 /PRNewswire-PRWeb/ -- Private Wealth Asset Management, an independent registered investment advisory firm serving high-net-worth clients and institutions, expanded its team with the addition of Leslie Miller, formerly of US Bank, as partner and senior portfolio manager. In its first 13 months of operation, Private Wealth has attracted 16 former investment and planning specialists from private banks around the country, and opened offices in Omaha; Cedar Rapids and Des Moines, Iowa; San Antonio, Corpus Christi, Midland, and Fort Worth, Texas.
Miller brings a unique specialization in gerontology and more than 30 years of experience managing investment portfolios for wealthy families and institutions. In her previous role, Miller had approximately $250M in assets under advisement.
"Leslie brings an important specialty that you won't find at other wealth management firms and we're pleased to offer this additional subject matter expertise to our clients. We are even more happy to help Leslie's practice by surrounding her with a full team of other specialists so she can help families manage all their financial affairs," said Kim Cappellano, founding partner and director of philanthropic services at Private Wealth. "She will provide the necessary support and resources for people who are at a vulnerable stage in life and remain dedicated to helping our clients protect their assets and family relations."
"I am thrilled to join Private Wealth and work alongside a team committed to providing the fiduciary services clients deserve," said Miller. "It's important to represent a company where I am free to bring the best investment solutions regardless of which bank or institution they came from and that focuses on the best interests of the people we serve and work to meet their needs and goals. I have personally experienced how things can go wrong when clients don't have representation working on their behalf and I am passionate about making sure this doesn't happen to others."
Unlike many financial services firms, four of seven C-suite officers are female and 58% of the Private Wealth team is female or diverse.
Private Wealth partners have more than $1B in assets under advisement and bring more than 430 years of combined experience, with an average client tenure of more than 17 years— more than double the industry average. Miller joins Private Wealth's Omaha office —servicing Omaha, Lincoln, Council Bluffs and surrounding communities.
Miller received her MBA from Vanderbilt University and her bachelor's degree from The University of Texas at Austin, and is pursuing her master's certificate in gerontology at the University of Nebraska at Omaha.
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About Private Wealth Asset Management
Private Wealth Asset Management is an independent financial advisory firm offering private wealth management services to high-net-worth individuals, families and institutions. Private Wealth surrounds clients with a circle of services, delivered by financial subject matter experts from a wide range of disciplines to provide comprehensive advice and service, personalized to the needs of each client. Private Wealth works with clients to identify custom solutions—including fiduciary lending, specialty asset management (oil and gas, alternative energy, farms and ranches), estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management and more.
Private Wealth offices are in Cedar Rapids and West Des Moines, Iowa; Omaha, Nebraska; San Antonio, Corpus Christi, Midland, and Fort Worth, Texas. To learn more about Private Wealth, visit privatewealth.com.
Media Contact
Laura Vanden Bosch, Private Wealth Asset Management, 1 515-453-2019, [email protected]
SOURCE Private Wealth Asset Management
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