Team Hewins Names New Principal and Adds to its HQ Executive Team Supporting Firm Growth in California and Florida

Team Hewins announced Tuesday that it has named Technology Manager, Ben Watson, Principal and promoted Rachael Grattan to Financial Advisor. Team Hewins has also expanded the management team with the hires of Michelle Eldridge as Chief Compliance Officer and General Counsel and Rob Freedman as Director of Marketing.

Ben joins Hewins eight current principals. In our continued commitment to improving our client experience and providing our advisors with leading technology and cyber-security solutions, Team Hewins recognizes the tremendous leadership and support that he provides our clients and team. Ben will continue to be responsible for the company-wide coordination of information technology and cyber-security.

Since joining the firm, Ben has significantly enhanced our information technology systems, improving the way we serve our families and our ability to coordinate amongst our four offices in California and Florida. These enhancements have laid the foundation for the firms future expansion nationwide, said Martha Post, Principal, Chief Operating Officer.

Team Hewins has promoted Rachael Grattan to the role of Financial Advisor. Rachael is based in the Boca Raton, FL office, where she works with the team to develop financial plans and investment strategies for our clients.

In further support of Team Hewins growth, the firm has made two strategic additions to their Management Team, adding Michelle Eldridge as Chief Compliance Officer and General Counsel and Rob Freedman as Director of Marketing. Both are based in the Redwood City, CA Headquarters.

Michelle was most recently Chief Compliance Officer and Chief Operations Officer at Advisor Partners. She previously held similar positions at Wealth Management Systems and Wells Fargo. As leader of the Compliance team, Michelle brings a wealth of experience to the role with over two decades of facilitating greater advisor/client relationships.

I am thrilled to join Team Hewins as Chief Compliance Officer and General Counsel and look forward to using my years of experience in financial services and fintech to help our advisors during this time of growth and opportunity, said Eldridge.

Rob Freedman comes to Team Hewins from Advisor Software. In previous positions at HighTower Advisors and Focus Financial Partners, he helped financial advisors and wealth managers build their firms. Rob will be responsible for spearheading the integrated marketing and public relations for all of Team Hewins advisors.

I am excited to be partnering with the talented advisors here at Team Hewins and helping them expand their practices. Im looking forward to driving Team Hewins future growth as a leading family wealth planning firm, said Freedman.

Team Hewins has eight family wealth counselors working in four offices in Redwood City, CA, San Francisco, CA, Boca Raton, FL and Miami, FL. Team Hewins oversees more than $2.0 billion in assets under advisement helping families with complex financial planning needs.

About Team Hewins

Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.

For more information please visit www.teamhewins.com.

Rob Freedman
[email protected]
925-204-7251