People Moves

Minneapolis Wealth Firm Promotes Director Of Operations

Eliane Chavagnon Reporter 18 April 2013

Minneapolis Wealth Firm Promotes Director Of Operations

White Oaks Wealth Advisors, an independent and private wealth management firm in Minneapolis, MN, has promoted Michaela Larson to director of operations.

Larson joined White Oaks Wealth Advisors five years ago and has since been managing the firm’s internal and external communications.

White Oaks Wealth Advisors is a fee-only wealth manager that works with high net worth individuals in the areas of retirement planning, investment advice and management, family office services, estate planning, tax planning and philanthropy.

 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes