Verdence Capital Advisors Welcomes Former Fidelity Investments Advisor
New Advisor Joins Verdence Capital in Baltimore
Baltimore, MD – April 29, 2019 – Verdence Capital Advisors, a nationally-recognized private wealth advisory and multi-family office firm, today announced that Meg Sheil-Puopolo has joined the firm in Baltimore, Maryland as a Director and Wealth Advisor.
Ms. Sheil-Puopolo joins Verdence after 18 years at Fidelity Investments, where she most recently served as a Vice President, Financial Consultant. Originally from Ohio, Ms. Sheil-Puopolo earned her bachelor’s degree in Biology from Indiana University. In her new role, she will focus on helping clients, primarily high-net-worth individuals and their families, implement investment strategies to help them achieve and exceed their financial goals.
“Our firm’s policy has always been that we don’t just add people for growth; they have to be the right fit both culturally and professionally,” said Leo Kelly, CEO and Founder of Verdence Capital Advisors. “Meg is a great example of someone who embodies this type of fit perfectly, and our team couldn’t be more excited to welcome her to our growing family.”
Added Ms. Sheil-Puopolo, “Verdence stood out to me because of its rapid growth and incredibly collaborative environment, which will allow me to fully utilize the wealth of knowledge available across the entire firm. I couldn’t be more excited about the new opportunity Verdence presents, allowing me to provide next level support for my clients and their complex needs. The flexibility and added services I can now offer is truly impressive, and I’m looking forward to getting started.”
Ms. Sheil-Puopolo is the second advisor to join Verdence Capital Advisors this year, following the arrival of Noel LaMontagne in March.
About Verdence Capital Advisors
Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with two offices in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without conflicts of interest, true independence is one of the guiding principles of Verdence Capital Advisors.
For more information, visit www.verdence.com.