Boutique wealth management and advisory firm, Cardena Private Wealth, has appointed Ray Djani as its managing director.
Djani has worked with Cardena for the past three years in a consulting capacity and held a board position, which, according to the firm, made the transition to managing director a natural progression.
In his new role, Djani would work with Cardena’s financial advisers and staff to support client engagement activities, manage alliance relationships, business development and the operational efficiency of the business.
Director of the firm, Jonathan Kilborn, said the appointment of Djani as managing director would reaffirm Cardena’s commitment to its clients’ ongoing financial well-being and aspirations by positioning the practice for long-term sustainability.
“Our goals for the future are to continue to provide the highest standards of financial advice and exemplary service to our clients,” said Djani. “Furthermore, we will be on the lookout for selective opportunities and strategic alliances that are a cultural fit and that provide a benefit to our clients.”