People Moves

US Trust Makes Eight Hires Across The Country

Eliane Chavagnon Editor - Family Wealth Report March 17, 2016

US Trust Makes Eight Hires Across The Country

US Trust has made a raft of hires in California, New York, Texas and Washington.

Bank of America's US Trust has made a splash of hires in four states, recruiting from firms including Citi and HSBC.

In the Golden State, Matthew Carrier has joined in Los Angeles as a private client advisor from HSCB Private Bank, where he was a senior relationship manager.

Also joining the Los Angeles office is Lilit Parsadanyan as an estate settlement officer. She was previously a trusts and estates paralegal at the law offices of Donald P Schweitzer.

Rounding out the California hires, Reza Golchini has joined in San Francisco as a private client manager from Citi Private Bank.

Meanwhile, in the Big Apple, Evan Beard has joined as a wealth management consulting executive. He previously worked at Deloitte Consulting as the firm's US art and finance leader, and strategy practitioner, within private banking.

Also in New York, Peter Barcia has been appointed as a portfolio manager. He was previously chief investment officer at GM Advisory Group.

US Trust also made two hires in Texas, in the shape of Carolee Bertrand and Matthew Kline. Bertrand and Kline join as a fiduciary tax accountant in Dallas and private client manager in Fort Worth respectively.

Bertrand was previously a senior tax accountant at KHA Accountants and Advisors while Kline worked at JP Morgan Chase & Co as a commercial banker.

Lastly, in Washington Jonathan Hommer - formerly an estate planning attorney at Stoel Rives - has joined in Seattle as a wealth strategies advisor.

US Trust is part of the global wealth and investment management unit of Bank of America.

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