As 2023 draws to a close, Investment Partners, a Rea company, takes a moment to acknowledge the outstanding accomplishment of its team member. The promotion highlights a deep commitment to excellence, exceptional client service contributions, and an unwavering dedication to professional growth.
Reflecting on the year’s successes, Mark McKinley, CPA, CEO of Rea, said, “This year has been extraordinary in terms of professional growth and achievement within our firm. As we implement growth goals for the entire organization, it’s thrilling to see our team members excel and step into their new roles as principals and directors. Their dedication to Rea and our clients is evident in their work and is integral to our firm’s path to success.”
Rea announces the following Investment Partners promotion:
Promoted to Equity Principal:
Matt Andreas, CIMA, CFP (Dublin)
Doug Bambeck, AIF, President & Chief Compliance Officer of Investment Partners said, “Matt Andreas is an outstanding professional. I am confident that he will continue to lead and inspire, maintaining our tradition of delivering exceptional service to our clients.”
Investment Partners, along with Rea & Associates remains committed to nurturing its culture of professional development, ensuring that its team members are well-equipped to deliver excellent value and service across various industries.
For more information about Rea and its dedicated professionals and a full list of promotions, please visit reaadvisory.com.
