People Moves

US Bank's HNW Unit Makes Senior Hire In Florida

Eliane Chavagnon Reporter March 7, 2013

US Bank's HNW Unit Makes Senior Hire In Florida

The Private Client Reserve, a unit of US Bank that targets high net worth clients with over $1 million in investable assets, has hired Robert Stevenson as a managing director for Florida and a senior portfolio manager in Palm Beach.

Stevenson is latterly of Northern Trust, where he spent 14 years working with HNW individuals, families and foundations. He also previously worked within the personal and corporate trust departments at SunTrust Bank of South Florida.

In other recent moves, last month The Private Client Reserve brought in Mary Justice to serve as market leader in the greater Seattle area. 

Justice will lead a team of wealth management professionals providing investment management, private banking, trust and estate services and financial planning to HNW clients.

Meanwhile, it also recently relocated its Naples, FL, office as part of a strategic move to target HNW clients in Florida.

 

 

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