Cassia Capital Partners Expands Management Team and Unveils New Offices in Winston-Salem
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WINSTON-SALEM, NC - December 11, 2013 (www.investorideas.com newswire) Cassia Capital Partners, an independent investment advisory company with regional offices in both Winston-Salem and Chicago , today announced that Charles D. Barham, III has joined as a managing partner with the firm. Charlie comes to Cassia Capital Partners following a twenty-year career with Wells Fargo Bank and its predecessor company, Wachovia Bank.
Prior to joining Cassia Capital Partners, Charlie served as senior vice president and regional private banking manager for Wells Fargo Wealth Management in the Piedmont Triad Region of North Carolina. In this role, Charlie was responsible for leading a team of wealth professionals to deliver comprehensive financial advice and services to high net worth clients.
"We are delighted that Charlie has joined Cassia Capital Partners and are excited about the experience, character, intellect, and values that Charlie brings to our team," stated Jay Helvey, co-founder & managing partner, Cassia Capital Partners. "Charlie personifies the right human capital we need to deliver on our mission of serving as a trusted financial advisor and investment strategist for our clients."
During the course of his career, which began in Winston-Salem , Charlie has held senior roles within the Private Banking, Investment Banking, and Corporate Banking divisions of Wachovia Bank – in which he excelled in delivering complex investment, risk management, and global financing strategies to high net worth individuals and institutional clients.
Charlie earned a Bachelor of Arts degree from Wake Forest University in 1992, graduating cum laude with a major in Economics. His wife Ann is a physician and associate professor of family medicine at Wake Forest Baptist Health. "We are blessed to be a part of this community," said Barham. "I am excited to join forces with Jay and Cassia Capital Partners to help individuals, families, and institutions be excellent stewards of their capital."
New Offices and Bigger Footprint in Winston-Salem
Cassia Capital Partners LLC was founded in 2011 with offices in Winston-Salem and Chicago.
"Our new offices on West Fourth Street signify our commitment to our Winston-Salem base and will help us better serve clients in the Triad community as well as North Carolina at large," stated Helvey. "We feel we bring a unique approach – as well as an enormous amount of experience – to an investor base looking for thoughtful, risk-based portfolio strategies delivered in the context of a local, seasoned relationship team."
About Cassia Capital Partners LLC
Cassia Capital Partners' team of investment strategists provide clients liquid and diversified investment portfolios, as well as offer transparent, easily understood performance reporting and active risk management. In today's market environment, Cassia Capital Partners seeks to offer truly independent investment advice, market-leading risk management, exceptional performance reporting, and investment strategies with reduced fees.
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