big ideas for global investors Search
   Member Access       Sign-up       Listings        Stock Directories       Research       Cleantech       Tech Newsletter         Headlines        Video       New Ventures   

Cassia Capital Partners Expands Management Team and Unveils New Offices in Winston-Salem

Ideas get bigger when you share them...    Repost This

WINSTON-SALEM, NC - December 11, 2013 ( 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.

Join Investor Ideas Members to access the Renewable Energy stocks directory, water stocks, biotech stocks, defense stocks directories and the Insiders Corner

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.

For more, go to

Products, services and company names mentioned herein may be trademarks of their respective owners.


Cassia Capital Partners
Winston-Salem: 336.723.4585

Media contact:

Stuart Smith
Red Nine PR
Tel: 954.303.0235

More Info:

This news is published on the Newswire and its syndicated partner network

Publish Your News - Send a release
News now!

Get Free investor news and stock alerts: Sign up here

Published at the Newswire - Big ideas for Global Investors

Disclaimer/ Disclosure:The newswire is a third party publisher of news and research as well as creates original content as a news source. Original content created by investorideas is protected by copyright laws other than syndication rights. Investorideas is a news source on Google news and Linkedintoday plus hundreds of syndication partners. Our site does not make recommendations for purchases or sale of stocks or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investment involves risk and possible loss of investment. This site is currently compensated by featured companies, news submissions, content marketing and online advertising. Contact each company directly for press release questions. Disclosure is posted on each release if required but otherwise the news was not compensated for and is published for the sole interest of our readers. More disclaimer info:

BC Residents and Investor Disclaimer : Effective September 15 2008 - all BC investors should review all OTC and Pink sheet listed companies for adherence in new disclosure filings and filing appropriate documents with Sedar. Read for more info: Global investors must adhere to regulations of each country.

Free News Alerts

Read more News


Investor Ideas © 2000 - 2014®, ECON

Free Investor Stock Alerts
Sign up here

login | logout | about us | contact | disclaimer / disclosure |
advertise | company profile directory | partners / links |
job search | privacy policy | trade | services | sitemap |