Strategy

US Regional Bank Opens Wealth Management HQ

Nick Parmee May 14, 2008

US Regional Bank Opens Wealth Management HQ

First National Bank of Santa Fe will tomorrow open the headquarters of its newly created Wealth Management Group.

The new group will provide deposit services, commercial and consumer lending, investment management, personal trust and insurance and will be headed by Steve Stork, executive vice president and senior managing director.

Other staff members in the group include Kristina Alley, senior investment officer; Trent Dimas, managing director; Marc Tupler, relationship banking account manager; Noel Valencia, private banking account manager; Marita DeVargas, mortgage advisor; Tricia Gunter, financial advisor; Michele Montoya, customer service manager; and Melodee Koehler, personal banking representative.

First National Bank of Santa Fe has 10 offices, all in New Mexico, in Santa Fe, Los Alamos and Albuquerque.

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