Pennington Partners Welcomes New Leaders to Enhance Client Services
Pennington Partners Welcomes New Leaders to Enhance Client Services
Pennington Partners & Co., an award-winning multi-family office serving high-income earners and multi-generational families with integrated wealth and investment solutions, has recently announced the addition of Keith Kellum and Marilyn Santiago as Partners. This strategic move reflects Pennington’s dedication to building an exceptional team focused on elevating the lives of the families it serves.
Expertise of the New Partners
Marilyn Santiago joins the firm as a Partner and Head of Relationship Management. With over 20 years of experience in client relationship management, she has spent her last 23 years at a major financial institution, where she was integral in shaping their client service framework and managing relationships for some of the firm’s most complex families. Santiago is widely regarded for her exceptional ability to build and maintain strong relationships and meet the distinct needs of ultra-high-net-worth clients.
On the other hand, Keith Kellum steps into the role of Partner and Portfolio Manager. With extensive expertise in advising some of the nation’s leading families, he has a rich background in wealth management. Previously, he led the Virtual Family Office practice nationally at a prestigious wealth management firm, focusing on developing platforms and scaling advisory services for affluent families. Kellum emphasizes the amalgamation of investment strategy, estate planning, and family governance in his advisory work, which aims to help clients create significant legacies.
Commitment to Client-Centric Services
Brian Gaister, the Co-Founder and CEO of Pennington Partners, expressed his excitement about welcoming Santiago and Kellum to the team. He stated, "Keith and Marilyn are outstanding leaders whose experience aligns directly with our mission of providing a client-first approach to the families we serve. Their addition enhances our capacity to deliver comprehensive solutions that faciliate family wealth management in today's intricate landscape."
For Santiago, this move signifies a dedication to her passion for client service. "Pennington is committed to building trusted relationships and enhancing the client experience," she remarked. "These values have guided my career, and I am thrilled to be part of this team that helps families navigate complexities with confidence."
Kellum echoed similar sentiments, highlighting the challenges faced by families with growing wealth amid economic complexities. He stated, "Families with significant wealth experience challenges beyond traditional advice. Pennington provides clarity through wealth planning solutions that foster learning from within families. I am eager to work with clients to help them steward their wealth and shape enduring legacies."
Strengthening Wealth Management Solutions
The arrival of Santiago and Kellum marks a significant strengthening of Pennington Partners' position as a trusted advisor for affluent families. The firm is committed to providing integrated solutions across investment management, estate planning, governance, wellness, and family office services to cater to the unique needs of its clientele. This approach ensures that families receive comprehensive guidance tailored to their specific financial circumstances.
About Pennington Partners & Co.
Originally established to meet the needs of its founding families—successful entrepreneurs who sold their businesses—Pennington Partners is devoted to elevating the lives of entrepreneurial founders and their families. With over $4 billion in assets under advisement, Pennington offers an extensive suite of investment, wealth planning, and financial administration services customized for founders, CEOs, and multi-generational families.
Frequently Asked Questions
1. What roles have Keith Kellum and Marilyn Santiago taken at Pennington Partners?
Keith Kellum has joined as Partner and Portfolio Manager, while Marilyn Santiago is now a Partner and Head of Relationship Management.
2. What is Pennington Partners' primary focus?
Pennington Partners focuses on providing integrated wealth management solutions for high-income earners and multi-generational families.
3. How does Pennington Partners help families with wealth management?
The firm provides comprehensive services including investment management, estate planning, governance, and family office services tailored to meet the unique needs of affluent families.
4. Why is client experience important at Pennington Partners?
The firm values building trusted relationships and enhancing the client experience, recognizing that this is essential for effectively guiding families through financial complexities.
5. What is unique about the new leaders' professional backgrounds?
Both Kellum and Santiago bring extensive experience from leading financial institutions and a deep understanding of managing the unique needs of ultra-high-net-worth clients.
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