Cassia Capital Partners, a US-based investment advisory firm, has appointed Charles Barham as its managing partner.
Prior to joining Cassia Capital Partners, Barham served as senior vice president and regional private banking manager for Wells Fargo Wealth Management in the Piedmont Triad Region of North Carolina.
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Before Wells Fargo, Barham worked for Wachovia Bank and held senior roles within its private banking, investment banking, and corporate banking divisions of Wachovia Bank.
Jay Helvey, co-founder and managing partner of Cassia Capital Partners, said: "We are delighted that Barham has joined Cassia Capital Partners and are excited about the experience, character, intellect, and values that Charlie brings to our team.
"Barham personifies the right human capital we need to deliver on our mission of serving as a trusted financial advisor and investment strategist for our clients."
Cassia Capital Partners was founded in 2011 with offices in Winston-Salem and Chicago.
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By GlobalDataHelvey added: "Our new offices on West Fourth Street signify our commitment to our Winston-Salem base and will help us better serve clients in the Triad community as well as North Carolina at large."
