Wealth Enhancement Group has named three leadership roles including a new Chief Strategy Officer, Chief Investment Officer, and Chief Product Officer. They have hired Jim Cahn, Michael Fredericks and Dan Stampf to assume these roles, respectively.
Michael Fredericks has taken over the role of chief investment officer, following his previous role as Managing Director and Head of Income Investing at BlackRock. In his new position, he is responsible for the investment process at Wealth Enhancement Advisory Services and for maintaining the quality of investment offerings for clients. Fredericks began his career in the finance industry in 1999 with Baring Investment Services and had a stint at JPMorgan Asset Management before joining BlackRock.
Dan Stampf has been appointed as the Chief Product Officer at Wealth Enhancement Group. Prior to this role, he served as a Vice President at Empower and has also held positions at Fisher Investments and Personal Capital. His duties at Wealth Enhancement include overseeing financial and estate planning, tax strategies, and other client services. Fredericks will report directly to Jim Cahn, who was appointed as the chief strategy officer and chair of the investment committee. Cahn was formerly the chief investments and business development officer at Wealth Enhancement.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
April 11, 2024
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