San Francisco-based Cypress Wealth Advisors has named Justin Renaudin as new principal of the firm.
Renaudin will be in charge for investment manager research and will serve on the senior management team at the firm.
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Renaudin, who joined Cypress Wealth Advisors in 2011, previously worked as a portfolio manager, investment strategist and financial analyst and has managed multiple client relationships at the firm.
Prior to joining Cypress, Renaudin worked as a senior associate portfolio manager for The Bank of New York Mellon in San Francisco.
Earlier to this, he worked as a senior financial analyst in the treasury department of Charles Schwab & Company. Renaudin started his career as a research associate with VentureOne.
Cypress Wealth offers wealth management services and family office services to HNWI’s and families.
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