Ada Clapp, Michael Josephs and Nancy Kistner have been appointed wealth strategies advisors for U.S. Trust Wealth Strategies Executive. Jaclyn Kim will be an associate wealth strategist.
David Polansky has been appointed U.S. Trust city executive. Charles Walker has been appointed wealth consultant.
John Dawson and Noah Kupferman have been appointed private client managers and Stephanie Young has been named private client advisor.
Peter Burkly and John Lori have been appointed as portfolio managers. Donna McGoey was named specialty asset manager.
The New York area has seen 25 additions from U.S. Trust in the past seven months.
We continue to see an increased demand for wealth management solutions in New York and nationwide, said Alan Rappaport, vice chairman of U.S. Trust. The expansion of our New York offices with these experienced individuals represents U.S. Trusts commitment to meeting the diverse needs of our clientele in this region.
