Baltimore, MD – December 2, 2022 – Verdence Capital Advisors (“Verdence”), a leading private wealth advisory firm, is today announcing that Michele Beernink has joined the firm as a Private Wealth Associate. In her role, Michele will assist with daily client account activities to help provide the firm’s clients with high-level service and care.
Ms. Beernink brings a wealth of industry knowledge and experience to Verdence. Before joining the firm, she was a Client Relationship Manager for Finance Forward, LLC, helping to manage and oversee many key accounts at the firm. In the past, she also served as an Investment Analyst and Consultant for Mercer, working primarily on defined contribution plans, and was an Adjunct Professor for Towson University teaching economics.
“We are excited to welcome Michele to our rapidly expanding team,” said Leo Kelly, CEO and Founder of Verdence Capital Advisors. “We believe her exceptional talents and experience will help to further bolster our outstanding support and service for our clients.”
“Verdence has a strong reputation for its attention to detail and dedication to its clients,” said Ms. Beernink. “It is one of the key things that I most admire about the firm and am thrilled to be part of this talented team helping to provide client-focused services.”
Ms. Beernink holds a bachelor’s degree in Business Administration – Economics and an MBA in Finance from Loyola University. She also holds FINRA Series 6 and 7 licenses and is an International Foundation of Employee Benefits Plans Certified Employee Benefits Specialist (CEBS). Ms. Beernink also serves on the Notre Dame Preparatory Alumnae Board and volunteers at the nonprofit Our Daily Bread.
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About Verdence Capital Advisors
Verdence Capital Advisors is an independent private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without bias, true independence is one of the guiding principles of Verdence Capital Advisors.
For more information, visit: www.verdence.com
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Chris Sullivan/Rosa Sobrino