Hewins Financial | Wipfli Hewins Begins 2016 with New Appointments to Its Investment Committee

Jan 13, 2016, 18:47 ET from Hewins Financial | Wipfli Hewins

REDWOOD CITY, Calif., Jan. 13, 2016 /PRNewswire/ -- To start the New Year, Hewins Financial | Wipfli Hewins (Hewins), a national, CPA-based financial advisor, has announced a series of new appointments to its Investment Committee: John Bussel has been appointed to Chief Investment Officer (CIO), while Rafia Hasan, CFA, CFP®, has been named Director of Investments.

Bussel succeeds Martha Post, CFA, Principal, in the role of CIO. According to Hewins, the shift will allow Post, who will continue to serve on the committee, to focus more intently on her role as Chief Operating Officer (COO), helping spearhead new initiatives for the firm and drive growth in 2016.

Bussel, who is a Principal and serves as Regional Director of Hewins' South Florida division, brings more than two decades of experience in investment management to the role, in which he will oversee the firm's investment program and approach.

"I'm privileged to take the baton from Martha Post, who has led our investment team with great wisdom and poise," says Bussel. "As we look ahead, we'll remain steadfast to the core approach we've provided clients since 1999, while staying cognizant of our ever-changing world and investment landscape."

Hasan, who joined the committee last year and has played an essential role in bolstering its investment communications program, will manage the firm's research activity, working closely with its operations and investment research teams.

"We have a robust investment program in place with strong foundations in academic research," says Hasan. "I'm honored to play a role in helping our clients work toward their investment goals, and I'm excited for the opportunities that lie ahead for our firm."

From tech innovations to industry recognition, the restructure follows a year of continued growth for Hewins — success it hopes to build on in 2016. "We look forward to the insights John and Rafia will bring to their new roles," says Post. "We believe this structure will enhance our ability to provide cutting-edge solutions that can help our clients grow with confidence into the future."

About Hewins Financial | Wipfli Hewins

Hewins Financial | Wipfli Hewins is a national, CPA-based financial advisor focused on helping investors make smarter financial decisions at every stage of their lives. Visit hewinsfinancial.com to learn more.

 

SOURCE Hewins Financial | Wipfli Hewins



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