People Moves

US Trust BoA Hires from Wells Fargo and AXA

Matt Smith New York 14 December 2007

US Trust BoA Hires from Wells Fargo and AXA

US Trust/Bank of America Private Wealth Management hired former AXA Advisors and Wells Fargo private client advisors in San Francisco and the New York area as part of its continued push to expand its network of advisors in the $3 million plus client category.

The firm appointed four new advisors including former Wells Fargo senior vice president and regional trust manager, Lisa Roberts, to the position of city executive in San Francisco; and former US Trust wealth structuring specialist Kathleen Segal to market trust team leader also in San Francisco.

The firm also appointed former AXA Advisors financial consultant Gregory Farrell; and former Bank of America Global Commercial Banking senior management officer, to the positions of private client advisor and private client consultant respectively, both based in Rochester, New York.

Ms Segal will report to US Trust West Division Trust Executive, Mike Dowling, while Ms Roberts will report to US Trust Western Division Executive, Tracey Brophy Warson.

Mr Farrell and Mr Kelly will report to US Trust City Executive for Rochester, James Iglewski.

The appointments are part of an overall effort to increase the number of client-facing professionals at US Trust. In 2007 the firm said it hired more than 250 private client professionals nationally.

The business serves clients with more than $3 million in investable assets nationwide.

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