FOR IMMEDIATE RELEASE— July 8, 2016, Irvine, CA. Apriem Advisors announced today that the Irvine-based advisement firm has implemented several major executive leadership moves. Apriem Announces Strategic Moves in Executive Team
“We are excited to see our executives grow and excel in new roles,” stated Harmon Kong, Founding Principal of Apriem Advisors, a registered investment firm in Orange County. “Our leadership team brings a wealth of investment and financial management knowledge to our clients, and they have demonstrated excellence in diverse roles.”
There have been several pivotal moves within Apriem that have all been vital to the success of the firm. Not only did the company execute a successful re-brand two years ago—Apriem is an evolution of Iwamoto Kong Wealth Management Group—but several executives have taken on new titles over the past year. Key assignments include Rhonda Ducote being named President, Benjamin Lau being promoted to Co-Chief Investment Officer and Mark Iwamoto stepping out of an executive role and owner in order to focus more time on private clients while remaining the Co-Chief Investment Officer and Co-Founder.
Mr. Iwamoto shared, “I have had the pleasure to personally mentor Ben, Co-Chief Investment Officer, for the last 15 years, and I could not be more confident in his ability to uphold our high standards in terms of managing all aspects of our clients’ financial picture.”
“These strategic moves are a major reason why Apriem has become one of Orange County’s premier advisement firms,” added Iwamoto. Apriem Advisors manages assets for over 350 families worldwide and has $450 million in assets under management.
“As Apriem continues to grow over the next few years, we are uniquely positioned to yield positive results,” stated Kong. “These bold and creative moves will allow Apriem to continue to provide our clients with the highest degree of service while managing their wealth and assets, ultimately giving them and their families a chance to thrive and experience financial freedom.”
For media inquires please contact: RHONDA DUCOTE at (949)253-8888 or RHONDA@APRIEM.COM Apriem Announces Strategic Moves in Executive Team
Located in Irvine, California, Apriem Advisors is an independent, registered investment advisory firm. We manage assets for approximately 350 families worldwide, totaling over $450 million in assets under management. True to our Latin-based namesake, we strive to provide our clients with the highest degree of service while handling all facets of their finances, enabling them to experience financial security and freedom. Connect with us at www.apriem.com
Apriem Announces Strategic Moves in Executive Team