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A Raft of Wealth Management Appointments at Bank of America
David Tonry
24 July 2007
Bank of America has announced a raft of appointments within the combined US Trust, Bank of America Private Wealth Management organisation. The bank named individuals to lead the development of client solutions in four areas: investments, specialised client solutions group, wealth structuring, and credit & banking delivery. The national executives, who will report to members of Sevilla-Sacasa's senior leadership team, include the following: The Investments team, reporting to chief investment officer Leo Grohowski is to be made up of: Chris Hyzy in Global Investment Strategy, Solutions & Analytics; Durraj Tase in Capital Markets & Brokerage Advisory. Divisional Investment Management executives have been named as:Tom Fay, New England; Jay Springer, Middle Atlantic; Rick Pomeroy, Southeast; Hinton Crawford, Central; Bob Pitti, West. The Specialised Solutions Group, reporting to Henry Fischel-Bock will include: Chris Zander in the Multi Family Office; Garb Mechigian of CTC Consulting; Kim Sloat, Executive Advisory Services; Peter White, Family Advisory and Senior Investment Executive, Lex Zaharoff. The Wealth Structuring team, reporting to Lynn Davis will be: Ralph Borrello in Trust & Estate; Smith Freeman in the Office of Chief Fiduciary; Nina Charnley, Specialized Wealth Structuring Services; Gillian Howell in Private Philanthropy and Kim Garcia in Wealth Planning Solutions. The Credit & Banking Delivery team, reporting to Bob Lynch will include custom credit managers: Bill Lordi, Middle Atlantic; Richard Marks, Northeast; Randy Hess, Central, Southeast & West, along with Jan Reuter in Mortgages and Charlie Burrows in Deposits. US Trust, headed by Frances Aldrich Sevilla-Sacasa has almost $265 billion in assets under management and over $427 billion in total client assets. The appointments are effective immediately, following the recent legal closing of the US Trust acquisition.