Beta Wealth Group has hired Romy Brown as its chief operations and compliance officer.
The firm, which is headed by CEO Jodi Vleck and has offices in Rancho Bernardo and Cardiff, manages nearly $300 million in assets.
Brown has more than 20 years of experience in the financial advisory and planning industry, the firm said in a June 5 news release about the new hire.
Most recently she was the chief operations and compliance officer at another San Diego-based firm, Pacific Wealth Management LLC.
Brown has a bachelor's degree in business administration from Fort Lewis College in Colorado and an MBA from the University of Phoenix.
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