People Moves
Eleven Appointments At Bank Of America's US Trust
US Trust, part of Bank of America's global wealth and investment management unit, has made 11 new hires coast-to-coast from firms including Citigroup and Rockefeller.
US Trust, part of Bank of America's global wealth and investment management unit, has made 11 new hires coast-to-coast from firms including Citigroup and Rockefeller.
In the northeast, the firm made hires in four states: Euching Lin joined the New York office as a private client advisor (PCA) from Citigroup while Felicia Yieh Pan also joined the NY office as a PCA from Rockefeller & Co.
Meanwhile, Don Smith stepped into the Boston, MA, office as a PCA from F L Putnam Investment Management Company and in Connecticut Brian Sheehan - formerly a senior trust officer with US Trust - assumed a new position as a PCA in West Hartford. Additionally, Brian Fink joined the Westport, CT, branch as a PCA from Pacilio Wealth Management/Washington Wealth Management.
In New Jersey, Aimee Troy was appointed in Florham Park as a senior trust officer from Levine DeSantis.
In the southeast, Carlos Rodriguez joined the Tampa, FL, office as a wealth strategies advisor from SunTrust Bank while in Washington Brent Smith joined the DC branch as a PCA from Citigroup.
US Trust also hired Elizabeth Leicht in Houston, TX, as a senior trust officer from Woodway Financial Advisors as Todd Braulick – formerly a trust officer with US Trust – assumed a new position as a PCA in San Antonio, TX.
To the west, Shirley Cruz - formerly a private client manager with Bank of America Corporation - was promoted to PCA in Las Vegas, NV.
