Don Taylor, Tony Zinge, James Lee and Sue Anderson have been appointed private client advisors; Michele Shafroth, Kristin Nelson, Trevin Hartwell, Corrine Paddio, Uma Shrivastava and Kim Archer have been appointed private client managers; Kalyani Chirra has been appointed wealth strategies advisor; and Craig Burness has been appointed city executive for West and Coastal Los Angeles. In their respective roles, these appointees are responsible for providing customized solutions and services to help wealthy individuals and families address their complex wealth management objectives.
We continue to see an increased demand for wealth management solutions in California and nationwide, said Tracey Warson, U.S. Trust Western Division Executive. The expansion of our greater Los Angeles offices with these experienced individuals represents U.S. Trusts commitment to meeting the growing and diverse needs of our wealthy and ultra-wealthy clientele in this region.
