Michael Maiorano Named President of TrueWealth
Staff Report From Metro Atlanta CEO
Wednesday, October 26th, 2016
TrueWealth is pleased to announce that Michael Maiorano, CFP, CPA/PFS, has been named the president of the leading Atlanta wealth management services firm. Jim Heard, who founded TrueWealth in 1999 as Windham Brannon Financial Group, remains CEO and board chairman. The executive changes are effective immediately.
A sought-after CPA for more than a decade, Maiorano joined TrueWealth in November 2014 from the Atlanta-based tax, audit, accounting and advisory services firm Windham Brannon. An authority on a variety of complex income tax issues, he focuses on business succession and wealth transfer planning. He was honored earlier this year with a "Standing Ovation" award from the American Institute of CPAs for his contributions to personal financial planning.
"Through our relationship with Windham Brannon, we enjoyed working with Michael and saw him as a leader who exemplified our core values," said Jim Heard, TrueWealth CEO. "As a company, we are thrilled Michael will be at the helm because he shares our vision for setting a new gold standard in wealth management. I'm confident in Michael's ability to successfully advance the company now and in the future."
A native of Atlanta, Maiorano lives with his family in Smyrna. Equally at home in the boardroom or on the playing field, he enjoys T-ball with his kids and CrossFit. Maiorano also places a high value on community service and volunteers regularly with StreetGrace, the Atlanta Community Food Bank, GSCPA's Financial Literacy Program and the Red Cross.
In addition to Maiorano's AICPA award, TrueWealth as a company has won many awards recently:
National Level:
Great Place to Work and Fortune
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2016 #4 Best Workplaces in Financial Services in the U.S.
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2016 Top 50 Best Small Workplaces in the U.S.
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2015 #1 Best Workplace for Women in the U.S.
State Level:
Georgia Trend
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2016 Best Place to Work in Georgia
Local Level:
Atlanta Business Chronicle
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2016, 2015 and 2014 Atlanta's Best Places to Work