Rehmann Expands Offerings In Florida Market

Saginaw, Mich.-based Rehmann (FY08 net revenue of $66.5 million) has hired Scott Chaisson to spearhead the development of a wealth management market in Florida.

Chaisson, has over 17 years of experience in the wealth management industry, and has held senior management positions with Smith Barney, Bank of America and Stanford Financial. As a regional manager in Florida for the past five years, he has opened several new offices managing over 100 advisors and $4 billion in assets. Chaisson will recruit experienced advisors to take part in Rehmann’s expansion in the Florida market.

“We are very excited to have a professional with Scott’s experience and expertise spearheading our effort to establish a strong wealth management presence in Florida,” said Fred Schaard, President of Rehmann Financial. “Scott’s background in talent acquisition and his understanding of the needs of wealth advisors will be crucial in our goal of establishing multiple wealth management offices and enhancing our existing CPA presence in the growing Florida market.”

Industry observers such as Mark Tibergien, who is CEO of Pershing Advisor Solutions LLC, believe that Rehmann has good reason to be confident about their moves to expand their market footprint. “Rehmann has created a unique value-added platform for their advisors and high-net-worth clients,” said Tibergien. “They have designed a business that leverages Pershing’s strength as a high-end custodian with the unique ability to service multi-office RIAs who are working with sophisticated clients,” Tibergien added.