People Moves

Bank Of The West Bolsters Wealth Team In Colorado

Eliane Chavagnon Editor - Family Wealth Report March 2, 2015

Bank Of The West Bolsters Wealth Team In Colorado

Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $69 billion in assets.

BNP Paribas subsidiary Bank of the West has hired four client-facing executives within its Denver, CO, wealth management team, which is led by Peter Bernstein.

Jody McNerney, Spencer Thomas, Jeremiah Matthews and Robert Neubauer have all joined as vice presidents and senior private client advisors.

McNerney will work with affluent and high net worth clients in Denver and the surrounding mountain communities, providing services in banking, trust, investment management, retirement and estate planning.

Most recently, McNerney was vice president of commercial banking at Colorado Business Bank, serving clients in the healthcare and non-profit sectors.

Meanwhile, Thomas will be based in the northern Colorado and Eastern Plain branches. He has around ten years of experience in the financial services industry and was latterly a senior private banker at Wells Fargo.

Additionally, Matthews has joined Bank of the West’s east Denver metro private client services group with eight years of experience in the financial sector. He was previously a senior wealth advisor assistant at Bancwest Investment Services, Bank of the West's affiliated broker-dealer.  

Lastly, Neubauer, who will focus on the south metro Denver area, has over 20 years of experience working in retail banking, mortgage banking and wealth management. He was latterly a vice president serving high net worth and affluent clients at Vectra Wealth Management.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes