People On the Move at FineMark
Ann Reuter moves from Investment Associate in our Bonita Springs office to Trust Operations Specialist in our Fort Myers location. Ann has been with FineMark since July of 2011. In her new role, Ann will be responsible for processing daily transactions within the trust department while providing administrative assistance to the Chief Fiduciary Officer. Ann graduated with a degree in Finance from Florida Gulf Coast University and earlier this year was awarded the 2013 Soaring Eagle Award from the Lutgert College of Business. Ann is on the board for The Lady Bug Project, which connects donations to educational and health initiatives in Equatorial Guinea and Madagascar. When she’s not working, Ann enjoys spending time with her fiancé Charles. The two will wed next spring.
Matthew Beam has been hired to take Ann Reuter’s position as Investment Associate in our Bonita Springs office. Matthew will prepare client presentations, create custom spreadsheets, maintain model portfolios and assist Portfolio Managers in conducting research. He’s worked for years in food and beverage management but decided to leave that career in 2010 to pursue a career in Finance. That meant going back to school and in 2012 Matthew received a Bachelor of Science in Finance and Economics from Florida Gulf Coast University. Matthew has been married to his wife Melanie for seven years. They have two golden retrievers and enjoy volunteering at Naples Humane Society.