Bank Advisors on the Move
November 10, 2015 1:54 PM
Bank Advisors on the Move
For bank advisors looking to advance their careers, theres no better news than a promotion or a new job offer. Here are 11 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
November 11, 2015
November 11, 2015
Ed Kleist, Bank of the West
Ed Kleist joined Bank of the West's Wealth Management Group as a senior private client advisor in Denver. He provides wealth and investment management services to ultrahigh-net-worth clients throughout the Rock Mountain and Midwest areas.
Kleist was previously CEO of Chambers Family Office, a position he held for less than a year. Prior to that, he was COO and CFO of Dore Family Office.
Kleist was previously CEO of Chambers Family Office, a position he held for less than a year. Prior to that, he was COO and CFO of Dore Family Office.
Gregory Walker, Citi Private Bank
Gregory Walker joined Citi Private Bank as managing director and ultrahigh-net-worth private banker in Boca Raton, Fla. He was previously with J.P. Morgan Private Bank, where he was a managing director and investment team leader.
Frank Leslie Haviland, Franklin Synergy Bank
Frank Leslie Haviland joined Franklin Synergy Bank in Nashville, Tenn., as a financial advisor. He was previously with SunTrust, where he was also a financial advisor. (Raymond James is the third-party marketer for Franklin Synergy Bank.)
Todd Aquilina, U.S. Bank
Todd Aquilina joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management consultant in Sacramento, Calif. He works with clients to understand their goals and assembles teams best suited to work toward those objectives.
Prior to the Reserve, Aquilina served as a business development officer, private banker and mortgage loan officer with Wells Fargo.
Prior to the Reserve, Aquilina served as a business development officer, private banker and mortgage loan officer with Wells Fargo.
Anthony Gillaizeau, U.S. Bank
Anthony Gillaizeau joined the Private Client Reserve high-net-worth unit of U.S. Bank as a wealth management consultant in San Francisco. He works with clients to understand their goals and assembles teams best suited to work toward those objectives.
Gillaizeau was previously with Wells Fargo, where he served as a senior loan officer, and with Wireless Capital Partners, where he served as director of finance and acquisitions.
Gillaizeau was previously with Wells Fargo, where he served as a senior loan officer, and with Wireless Capital Partners, where he served as director of finance and acquisitions.
James Hagen, U.S. Bank
James Hagen joined U.S. Bank's Private Client Reserve high-net-worth unit as a senior portfolio manager in Minneapolis. He was previously a portfolio analyst at RBC Wealth Management where he served as the primary source of investment advice for mutual funds, separately managed accounts and alternative investments.
Mark Moeller, U.S. Bank
Mark Moeller joined Ascent Private Capital Management, the ultrahigh-net-worth unit of U.S. Bank, as managing director of investments in Minneapolis. In addition to providing investment advice to clients, he is responsible for understanding the factors that drive economic and capital-market trends and performance.
Prior to joining Ascent, he was managing director of portfolio management for U.S. Bank's Private Client Reserve high-net-worth unit.
Prior to joining Ascent, he was managing director of portfolio management for U.S. Bank's Private Client Reserve high-net-worth unit.
Sean Wenham, U.S. Bank
Sean Wenham joined the Private Client Reserve of U.S. Bank as a wealth management advisor in Minneapolis. Prior to joining the Reserve, Wenham was a senior financial advisor with U.S. Bancorp Investments, the bank's retail brokerage unit.
Steven Conway, Wilmington Trust
Steven Conway joined Wilmington Trust's wealth advisory office in Boston as a senior private client fiduciary advisor. He specializes in tax, wealth management, estate planning, financial and fiduciary services for high-net-worth individuals and families, executives, and closely-held businesses. Prior to joining Wilmington Trust, Conway practiced law in Massachusetts at a trusts and estates practice group.
David Ely, Wilmington Trust
David Ely joined Wilmington Trust's Boston Wealth Advisory office as a senior portfolio manager. Ely develops investment portfolios for his clients and monitors and periodically rebalances their portfolios. He was previously a senior portfolio manager in the Investment Solutions Group at State Street Global Advisors.
David Huffman, Wilmington Trust
David Huffman joined Wilmington Trust as a senior managing director and senior private client advisor in Washington, D.C. He provides wealth management advice and services to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments throughout the Greater Washington region.
Huffman was previously with U.S. Trust, where he was a managing director and private client advisor and the firm's Washington, D.C., team leader.
Huffman was previously with U.S. Trust, where he was a managing director and private client advisor and the firm's Washington, D.C., team leader.
