Rockville, Md.-based advisory H. Beck announced today that it has recruited Burlingame, Calif.-based EH Shum to its broker-deal and RIA.
Led by Eddy Shum and his son, Clayton, EH Shum brings $220 million in client assets to H.Beck. EH Shum specializes in retirement planning.
The EH Shum recruitment was spearheaded by Robert Engle, H. Beck’s newly appointed executive vice president. Engle previously served in various senior business development roles at LPL Financial.
“Rob has a deep understanding of our industry, having worked across all aspects of business development,” said Michelle Barry, president at H. Beck, in released comments. “His knowledge and hands-on approach will be critical in helping us achieve a robust recruiting and transition function that adds to our culture and helps our clients grow their businesses and find successors.”