Benjamin F. Edwards Investment Banking Executive Team Expands | News


ST. LOUIS, April 22, 2022 /PRNewswire/ — Benjamin F. Edwards has announced the hiring of two new investment banking chief executives: Rachel ZhangGeneral Manager, located at Seattleand general manager, neil denissituated in Kansas City, Mo. Shelby SchagrinManaging Director, will continue to lead the Investment Banking team.

Benjamin F. Edwards’ Investment Banking Group continues to focus on providing sell-side merger and acquisition services to business owners of middle market companies.

“We are delighted to expand our investment banking team with the addition of Neil and Rachel who possess qualities and attributes that we highly value,” said Doug Rubenstein, CEO of Edwards. “Our highly experienced team and personalized approach provide exceptional investment banking services to middle market business owners.”

Rachel has over 10 years of experience in investment banking and corporate finance with deep expertise in paper and packaging, industrial manufacturing and distribution. She was previously a Principal at CIBC Capital Markets, where she led coverage of the paper and packaging sector. Prior to CIBC, Rachel worked for Greenhill and Deutsche Bank where she focused on mergers and acquisitions. Rachel received her bachelor’s degree from Indiana University, Kelley School work. She is a Chartered Accountant.

Neil has over 15 years of expertise in investment banking and corporate finance. He was previously Managing Director at Woodbridge International, where he led the execution of sell-side transactions across United States. He received his bachelor’s degree in business administration from the University of Kansas and his MBA from WP Carey School business at Arizona State University.

Benjamin F. Edwards

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Benjamin F. Edwards’ Investment Banking Group is an established and growing mergers and acquisitions (M&A) and middle-market financial advisory firm. The Investment Banking team focuses on advising business owners primarily in the consumer, business services and industrials sectors. The team has a very successful record in selling middle market businesses.

On Benjamin F. Edwards

With a 135-year legacy spanning five generations of the Edwards family, Benjamin F. Edwards today is an entrepreneurial wealth management firm that welcomes full-service, client-focused financial advisors to join its ranks. Edwards advisors seek to provide sound investment advice while helping clients develop a plan to achieve their goals. The growing national company now has a presence in over 31 states with 86 locations, garnering $36 billion in assets under management. He stays true to his Golden Rule roots in dealing with clients, financial advisors and employees. The home office in Saint Louis knows advisors by name and avoids call centers for answers to advisor questions. Leveraging the company’s distinguished heritage and vision for the future, Advisors have the opportunity to be employees of Benjamin F. Edwards or can choose an independent affiliation with the firm’s registered investment adviser, (RIA), Edwards Wealth Management. The firm’s strong tax base and timeless values ​​enable it to be an unparalleled “customer first” firm, offering friendly support and thoughtful, personalized investment and planning advice to its valued clients who make it all possible.

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