News & Insights
Poised for Growth With Early Success of Robert J. Engle, Head of Business Development
20-year industry vet recruits $220 million San Francisco-based team upon hiring
With an award-winning career forged by building key relationships and developing high-performing sales teams, Engle brings a uniquely personable perspective to sales and business development at H. Beck. In his new role, Engle will represent the firm to the marketplace with the goal of championing its culture of transformed wealth management, technology innovation, community, and growth.
“Rob has a deep understanding of our industry having worked across all aspects of business development,” said Michelle Barry, President at H. Beck. “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.”
Prior to joining H. Beck, Engle held multiple senior roles with LPL Financial where he helped build and guide their business development efforts, having won several awards during his 17-year tenure.
Engle’s appointment has already proved promising for H. Beck, following his recruitment of EH Shum, whose financial professionals oversee $220 million in assets and are based in the San Francisco Bay Area. The multigenerational firm founded by Eddy Shum, CPA, and his son Clayton specializes in working with retirees and those close to retirement. With a steadfast focus on providing their clients with innovative and creative financial strategies, EH Shum selected H. Beck for its superior service and support offering as well as the team’s flexibility in accommodating their needs so they could focus on client service.
“I am thrilled to join H. Beck and be part of Michelle’s executive team,” said Engle. “Michelle is forward-thinking and actively driving the transformation of H. Beck into a nimble, technology-driven organization focused solely on serving financial professionals. Our boutique feel and sense of community will prove to be a destination of choice for those looking to be heard and valued and EH Shum is a testament to that.”
Engle received his MBA from Marquette University and holds FINRA Series 7 and 63 licenses.
Gregory FCA for H. Beck, Inc.
Leah Pappas, 610-200-0564