2020 was a year with challenges, it was also a year of opportunity, growth, and patience. Our Investment Committee remained diligent and intentional as we navigated investment management for our clients and their families. Our methods generated more opportunities to assist new clients, resulting in firm growth surpassing $1B AUM and beyond.
With growth and opportunity comes added talent to serve our high-net-worth clients and their families. The leadership team at WEALTHSTONE ADVISORS is pleased to welcome new team members and extends our congratulations to those who have been promoted within the wealth and tax planning staff. WEALTHSTONE CEO and President, Norm Cook, shares, “we are excited for continued growth in 2021 and to be welcoming new members at WEALTHSTONE FAMILY OFFICE.” He goes on to say that “each of these talented professionals brings a passion for amplifying a great client experience and a focus on long-term financial success. They will be valuable contributors to WEALTHSTONE’s client-centric approach.”
Jack Zhang, CFA – Chief Investment Officer
With WEALTHSTONE since 2018, Jack previously served as the Managing Director of Investment Research and Risk Management. In his new role as CIO, Jack oversees the implementation of strategic and tactical asset allocation strategies created by the WEALTHSTONE ADVISORS’ Investment Committee. Jack plays a key role in general asset allocation and portfolio construction and leads the firm’s investment research and due diligence efforts across equities, fixed income, and alternative investments.
Shane Bobbitt – Investment Operations Associate II
Joining WEALTHSTONE in late 2020, Shane is an Investment Operations Associate responsible for various investment operations functions such as daily trading, rebalancing, reporting, and quality control. Shane’s previous experience was focused on corporate accounting until he recently graduated from Ohio Dominican University with his master’s degree in finance.
Dustin Jennings – Investment Operations Associate II
Dustin joins WEALTHSTONE bringing over 20 years of operations knowledge and leadership with him. As an Investment Operations Associate, Dustin is responsible for a variety of WEALTHSTONE’s investment operational functions, including reporting, trading and oversight, tracking, and rebalancing. Dustin is a Defiance College graduate with an MBA and MBOL in Leadership.
Jan Vecerka – Family Wealth Associate
New to WEALTHSTONE this year, Jan serves as a Family Wealth Associate and primarily focuses on supporting the Family Wealth Advisors team. He does so by assisting with client relationship management, financial plan generation and implementation and ongoing client support.
His passion in life is to help others succeed through coaching and volunteer work. He currently volunteers his time with Meals on Wheels, helping to nourish the human spirit by delivering food to those who are homebound in the community. In his free time, he also enjoys traveling, and spending time with his friends and family.
Michael Cobetto – Tax Director
Most recently a Manager in the federal tax group at a large regional accounting firm based in Columbus, Mike has over ten years of tax compliance and planning experience serving individual high-net worth clients, as well as businesses in the manufacturing, distribution, real estate, and service industries. Mike began his career in public accounting at KPMG in their Pittsburgh Office, and his career since then has provided a unique opportunity to work on clients of all different sizes from Fortune 500 companies to start-up firms. In addition to tax compliance and planning services, Mike also has extensive experience assisting clients through IRS examinations at the federal and state level.
Mike and his wife reside in Upper Arlington with their two young children. In his free time, he loves to golf and play tennis and stays active in the community by volunteering regularly through different programs at Mountview Christian Church. Mike earned his BSBA from Bucknell University in 2009 and is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA).
Colton Curry – Tax Associate
Colton joined WEALTHSTONE in the Fall of 2020, as a Tax Associate. He primarily focuses on preparation of tax returns for individuals and businesses, and also serves as company controller.
This was prepared by WEALTHSTONE ADVISORS, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results.