RiverPoint Capital Management Welcomes Mindy McLaughlin, CFP®
Experienced senior wealth advisor/senior portfolio manager enhances the growing team's ability to deliver for clients
Apr 27, 2015, 08:00 ET
CINCINNATI, April 27, 2015 /PRNewswire/ -- RiverPoint Capital Management, the Cincinnati-based independent advisory firm, today announced Mindy McLaughlin, CFP®, has joined the firm as a senior wealth advisor and senior portfolio manager. An experienced advisory and investment professional with more than 25 years in the industry, McLaughlin is the newest addition to RiverPoint's growing client-focused advisory team.
McLaughlin specializes in providing comprehensive wealth management solutions to a wide range of clients. She joins RiverPoint from U.S. Bank, where she managed $1.2 billion for individuals, families and foundations as a senior vice president and senior portfolio manager. McLaughlin's experience also includes roles as a financial advisor at Johnson Investment Counsel and as a private banking manager at Fifth Third Bank, where she was responsible for the firm's healthcare and executive programs.
"We are thrilled Mindy has joined our team as a senior advisor and portfolio manager," said Valerie Newell, CPA, chairman and managing director of RiverPoint. "Mindy's background and experience deepen our team's capabilities. More importantly, her commitment to providing personalized attention means that we have one more dedicated investment professional offering leading advice to our clients."
In addition to McLaughlin, Jeff Krumpelman, CFA, and Nolan Kamerer recently joined the firm, both previously from U.S. Bank Wealth Management. With more than 25 years of financial services experience, Krumpelman serves as managing director and senior portfolio manager. Kamerer serves as wealth advisor and portfolio manager.
"The recent additions to our firm are a result of the success we have achieved in growing our client base and our commitment to providing a high level of service to all clients," said Newell. "I am excited to welcome Mindy, Jeff and Nolan to our team. As we grow, we will continue to search for additional qualified professionals who have demonstrated an ability to deliver personalized advice for clients. As always, our focus remains on providing industry-leading advice and service to help our clients achieve their goals."
About RiverPoint Capital Management
RiverPoint Capital Management is an independent advisory firm that manages wealth for individuals, families, endowments and foundations. With more than $2 billion in client assets under management, RiverPoint delivers quality financial and investment advice to meet client needs and has been ranked a Top 100 Wealth Manager in America by AdvisorOne.*
The firm's comprehensive wealth management services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Family office services
- Retirement planning services
- Insurance consulting
Visit www.riverpointcm.com.
*AdvisorOne ranked RiverPoint number 30 on its list of top 100 wealth managers by assets under management as of December 31, 2010.
RiverPoint Capital Management (RPCM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. Registration of an investment adviser does not imply any level of skill or training. RPCM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which RPCM maintains clients. RPCM may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by RPCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about RPCM, including fees and services, please contact RPCM or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
SOURCE RiverPoint Capital Management