We’re pleased to announce that Reegan Rae, CPWA®, has been promoted to managing director of Wealth Management. Ms. Rae will be responsible for the strategic development of the firm’s Wealth Management Division, providing oversight of the firm’s services to private clients. Ms. Rae is a principal of the firm and sits on the company’s Board of Directors. She will also continue to serve Arnerich Massena clients in her role as a senior investment advisor.
“I’m thrilled to have Reegan assume the leadership of our Wealth Management team,” said Tony Arnerich, CEO and co-CIO. “Her vision, passion, depth of knowledge, and attention to client service are invaluable in guiding our future development. She will deliver the expertise and energy to continue to grow our wealth management practice as a leading provider of investment advisory services.”
Reegan Rae, CPWA®, has more than 12 years of industry experience. She joined Arnerich Massena in 2012; prior to that, she served as a registered principal and member firm relationship manager for M Holding Securities and as financial advisor for AXA Advisors. Ms. Rae earned her Certified Private Wealth Advisor (CPWA) ® designation, an advanced credential for wealth advisors who work with high net worth individuals and families. She earned a B.S. from the University of Oregon. She is a current FINRA Series 65 license holder, and a former FINRA Series 7, 66, and 24 license holder. Reegan Rae was in the Portland Business Alliance’s Leadership Portland Class of 2017.
Reegan Rae’s promotion to managing director of Wealth Management reflects the company’s dedication to elevating its seasoned, tenured professionals to positions of leadership to ensure that the firm retain its independence, maintain the highest level of client service, and continue to provide innovative, forward-looking investment advice.