Keebeck Wealth Management, a network affiliate of Dynasty Financial Partners, has hired financial advisors Steve C. Vujevich and Matthew P. Anderson, the companies announced today.
Vujevich and Anderson were formerly with Merrill Lynch in Columbus, Ohio, where they managed $400 million in client assets. Keebeck, an independent wealth management firm in Chicago, said the two advisors will staff the new office the firm will open in Columbus.
Vujevich joins Keebeck as managing director and president of KWM Advisory Division. He will work closely with professional athletes, entrepreneurs, corporate executives and other individuals with complex financial situations.
From 1999 to 2020, Vujevich, a former sports agent and business manager, served as a first vice president and private wealth manager at Merrill Lynch. He earned his bachelor’s degree from Ohio State University.
Anderson joins Keebeck as managing director and director of wealth planning. He will provide customized advice and guidance to clients with complex financial lives.
Anderson was previously vice president and private wealth relationship manager at Merrill Lynch. He is experienced in providing integrated wealth advisory services to professional athletes, C-suite corporate executives and high-net-worth clients.
Anderson began his career at Merrill Lynch in 2002. He earned both a B.A. degree in business administration and an M.B.A. degree in finance from Capital University.
Keebeck Wealth Management, founded in 2018, currently has $1.4 billion in client assets under management.