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RKL Private Wealth Announces New Leadership Appointments
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Subscribe22 APR 2026 / PEOPLE UPDATES
RKL LLP has announced leadership changes at its subsidiary, RKL Private Wealth, with David Morais becoming president and Tom Reardon taking on an executive vice president role, effective September 1. The changes are part of a strategic succession plan to stimulate growth and enhance client service, with Morais succeeding Laurie Peer, who will lead RKL until her retirement in 2026, and Reardon focusing on supporting client service and operational execution.
RKL LLP (FY24 net revenue of $138.0 million), a prominent Lancaster, Pa.-based firm, has announced significant leadership changes within its subsidiary, RKL Private Wealth. Effective September 1, David Morais will assume the role of president, while Tom R...
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