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A Dozen Wealth Managers Join Ranks Of US Trust
Robbie Lawther
16 August 2017
, the wealth management arm of Bank of America, made 12 hires over the course of July, the firm said in a statement. This publication recently interviewed the firm about the "emotional" journey of passing over a business. The firm added to its California operation. Susan Burnett has joined the Los Angeles office as a private client advisor. She previously worked at Deutsche Bank as a private banker. Elizabeth Perkins has joined the Walnut Creek office as a senior trust officer. She previously worked at ATG Trust Company as a senior trust officer.
There was only one hire to its offices in Colorado. Sherry Kuntz has joined the Denver office as a senior trust officer. She previously worked at Fortis Asset Management as a director, wealth planning.
Its operation in Connecticut saw the arrival of two new faces. Michelle Hagan has joined the West Hartford office as a private client manager. She previously worked at First Niagara Private Client Services as a vice president, relationship manager. Gregory Murphy has joined the Westport office as a private client advisor. He previously worked at ICBC Standard Securities as a director, EM credit sales.
In Florida, Whitney Loggins has joined the Jacksonville office as a Private Client Manager. She previously worked at Prospect 33 as a Consultant. Meanwhile in Illinois, Kelsey Paul has joined the Chicago office as a regional fiduciary officer. She previously worked at BMO Harris as a senior trust administrator.
There was only one arrival for each of its operations in Massachusetts, New York, Pennysylvania, Texas and Virginia. Melissa Jacoby has rejoined the Boston office as a regional fiduciary advisor. Pakhi Eder has joined the New York office as a portfolio manager. She previously worked at JP Morgan as a senior portfolio manager. Evan Durst has joined the Pittsburgh office as a senior trust officer. He previously worked at PNC Bank as a relationship strategist. Diego A. Patino has joined the Houston office as a private client manager. He previously worked at Citigroup as a private banker. Laura Hannon has joined the McLean office as a private client manager. She previously worked at Wells Fargo Private Bank as a banker.