RSM US Wealth Management LLC Adds Key Leaders to Further Enhance Client Service
Maria Daley to serve as national head of advisors; Keith Lamoutte as chief investment officer
RSM US Wealth Management LLC (RSM US Wealth Management) recently announced the addition of two key individuals to enhance its senior leadership team and focus on further developing client offerings. Maria Daley joins the firm as national head of advisors, and Keith Lamoutte as chief investment officer.
As national head of advisors, Daley is focused on overseeing advisors, expansion of the investment advisory and business development initiatives. She joins RSM with over 30 years of industry and leadership experience working with registered investment advisors (RIAs) serving high net worth individuals, families, foundations and endowments. She has an extensive background in the RIA space having most recently spent time heading an RIA custodian. Maria has also held roles as a Business Development Officer and a Senior Relationship Manager with two of the largest domestic RIA custodians. She has been a frequent guest speaker at many industry conferences and seminars and is a CERTIFIED FINANCIAL PLANNER™. Some of her areas of focus have been Marketing and Business Development, Operational Structure, Business Acceptance, Practice Management, and Client Engagement. She holds a B.A. in economics from Mount Holyoke College and has her Series 65 license. She is based out of the firm’s Tampa office.
Lamoutte, as chief investment officer, is responsible for overseeing the firm’s investment platform. He has more than 25 years of multi-faceted investment management industry experience. Prior to joining RSM US Wealth Management, he worked with a subsidiary of an American multinational bank and financial services company, where he held leadership roles focused on investment strategy, portfolio management, marketing/business development and firm-wide growth efforts. He has spent much of his career training and educating advisors and their clients on the art and science of long-term investing and portfolio construction. He has broad experience in advisory management through projects spanning operations, technology, management reporting, and compliance. He is a CFA Charter holder and holds a B.A. in economics and political science from the University of Rochester. Lamoutte will be based out of the firm’s Charlotte office.
“We understand that managing our clients’ wealth means balancing a wide array of concerns – protecting and helping to grow their wealth, managing risk, planning for the external transfer of their estates and/or the succession of their businesses,” said Dave Scudder, national RSM US Wealth Management leader. “This requires advisors who not only understand each of these issues but who also know how to develop a comprehensive set of solutions, driven by a deep understanding of each client’s unique circumstances and goals. Both Maria and Keith have demonstrated throughout their careers that they, too, manage their clients’ wealth with the clients’ best interests in mind. We’re thrilled to welcome them to the RSM US Wealth Management team!”
About RSM US Wealth Management LLC
RSM US Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor. RSM US Wealth Management’s parent company and sole member is RSM US LLP.