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California Advisory Firm Expands Team

Vanessa Doctor

18 July 2011

NWK Group, the registered investment advisor that caters to high net worth individuals and their families, has appointed Christine Lim as wealth manager.

Lim joins from Charles Schwab, where she served as vice president of client services in San Francisco for nearly five years. Prior to that, she worked with wealth management clients at Merrill Lynch, and Fifth Third Bank Investments & Wealth Management in Ohio.

NWK Group has an estimated $32.6 million in assets under management.