SAN FRANCISCO, Nov. 24, 2014 /PRNewswire/ -- Cypress Wealth Advisors today announced that Justin Renaudin, an investment professional with ten years of experience, has been named Principal of the firm.
Renaudin is responsible for investment manager research and will serve on the senior management team of the San Francisco-based firm, which offers family office services to high net worth individuals and families. Renaudin joined Cypress Wealth Advisors in 2011 and has worked as a portfolio manager, investment strategist and financial analyst and has managed multiple client relationships.
"Justin Renaudin is an outstanding investment professional who has been highly successful in helping clients achieve their financial objectives," said CEO Barbara Young. "Justin's leadership and investment management expertise will enable Cypress to continue anticipating and fulfilling the needs of our clients."
Before Cypress, Renaudin worked as a Senior Associate Portfolio Manager for The Bank of New York Mellon in San Francisco. Prior to BNY Mellon, he worked as a Senior Financial Analyst in the Treasury Department of Charles Schwab & Company, also in San Francisco and began his career as a Research Associate with VentureOne. Renaudin received a B.A. in Economics from Southern Methodist University in 2001 and an MBA from the University of San Francisco in 2005. He is currently a member of the Security Analysts of San Francisco and holds the Chartered Financial Analyst designation.
About Cypress Wealth Advisors
Cypress Wealth Advisors offers comprehensive wealth management services to entrepreneurs, wealth creators and high-net worth individuals and families. Based in San Francisco, Cypress creates individualized wealth management solutions that provide investment management, tax planning, risk management, wealth transfer, and philanthropic planning. For more information, visit www.cypresswealth.com, or call 415.489.2100.
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SOURCE Cypress Wealth Advisors