People Moves

Change At The Helm Of Regions Private Wealth Management

Eliane Chavagnon Editor - Family Wealth Report May 18, 2016

Change At The Helm Of Regions Private Wealth Management

Regions Bank has made two top-level appointments, including naming a new head of its private wealth management group.

Regions Bank has named Kate Danella as its new head of private wealth management, taking the reins from Anne Copeland, who the firm confirmed is leaving to “pursue executive coaching opportunities.”

Danella joined Regions in 2015 as its wealth strategy and effectiveness executive; taking on this role will be Jeremy King, who started working at the firm in 2007 and latterly served as support manager of the private wealth management group.

Both Danella and King are based in Birmingham, AL.

Earlier in her career, Danella spent 13 years as a vice president at Capital Group Companies, a global wealth management organization. During her time there, she was a senior sales and service leader for the institutional business, as well as senior marketing leader for the global marketing organization, and strategy and business manager for the American Funds mutual fund business.  

Regions launched its wealth management group in June 2011, integrating its trust, private banking, asset management and insurance units within a single group. Copeland joined in 2012 and was named head of private wealth management in 2013.  

Regions Private Wealth Management has total managed assets of more than $14 billion, as of May 2013.

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