Welcome Sobhi, Brody, Keriann and Theresa
Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Sobhi Baghdadi, Brody Beyer, Keriann Kuehne, and Theresa Walsh to its Rockford office.
Sobhi Baghdadi joined Savant in March as a financial planner. He is a member of the Planning Team and works closely with the Advisory Team to prepare and deliver financial planning strategies to clients in coordination with their team of professionals. Baghdadi has been involved in the financial services industry since 2015. He earned a bachelor of business administration degree with an emphasis in finance from The American University of Beirut, Lebanon, and a master of business administration degree from Rockford University.
Brody Beyer joined Savant in May as a portfolio accountant. He is a member of the Implementation Team and is responsible for a variety of portfolio accounting tasks including account maintenance, reconciliations, and cost basis. Beyer earned a bachelor of science degree in finance from Carroll University.
Keriann Kuehne joined Savant in April as a client services representative. She is a member of the Concierge Team and works closely with clients, advisors, and financial custodians to ensure the day-to-day and ongoing needs of clients are met. Kuehne has been involved in the financial services industry since 2009.
Theresa Walsh joined Savant in March as a business analyst/project manager. She is a member of the Administrative Team and is responsible for several critical company initiatives including client portal enhancement, portfolio management and database systems optimization, and document management. Walsh has been involved in the information technology industry since 2012 and served as a systems analyst, project manager, and accounting manager at a pharmaceutical company during her 19-year tenure. She earned a bachelor of arts degree in business management from Western Illinois University and a master of business administration degree from Rockford University.