WESPAC Expands Southern California Team

WESPAC, provider of retirement plan consulting, wealth management, and health and welfare benefits, added a team of advisers previously of Tower Asset Management.

Raymond Baker, Jr., brings to WESPAC nearly 30 years of senior level experience in the areas of equity fixed-income trading, portfolio management, and research. Prior to joining WESPAC, he headed Tower Asset Management, where he served in its Equity Trading and Research Department, according to a news release. Prior to that, he was a managing director of Morgan Capital Management, and Chairman of the Investment Strategy Committee at Bateman Eichler Hill Richards.

Peter P. Chen joined Tower Asset Management in 2000. Prior to that, he was at Van Deventer & Hoch, Washington Mutual, and Charles Schwab & Co.

Morgan T. Gough joined Tower Asset Management in 2000 as director of the Private Client Advisor team, where he worked exclusively with corporate executives and high-net-worth individuals. He began his career in 1991 with Merrill Lynch and also worked at Dean Witter, Home Savings of America, and Charles Schwab & Co.

Wade S. Perry joined Tower Asset Management in 2003, serving high-net-worth individuals as well as corporate retirement plan clients. He began his career with Putnam Investments and later moved on to American Express Financial Advisors.

Coco M. Lorenzo joined Tower Asset Management in 2009 and is responsible for managing the Private Client Service department of the Southern California division of WESPAC.  Prior to that, she served in client service, sales associate, marketing, and operations positions at Tower, Wells Fargo Investments, and Pantheon Private Equity.

“Our clients have been very supportive of our move and many have already begun inquiring about our new resources, like 401(k) reviews,” said Perry, now principal of the WESPAC Southern California Division.