People Moves

US Trust Makes Influx Of Wealth Management Hires

Robbie Lawther Reporter June 15, 2017

US Trust Makes Influx Of Wealth Management Hires

US Trust has bolstered its operations across the US.

Bank of America’s wealth management arm US Trust has expanded its wealth management services across the US with a flurry of hires.

In May, the firm hired 14 new people, as it looks to serve its growing client list, US Trust said in a statement earlier in the week. 

Below is a list of the new employees at different branches across the US:

California:
-    Ross Harter has joined the San Diego office as a private client manager. He previously worked at California Bank & Trust as a private banker.
-    Maximilian Ortiz has joined the San Francisco office as a private client manager. He previously worked at Hall Capital Partners as an associate.
-    Robert Wallace has joined the San Francisco office as a wealth strategies advisor. He previously worked at Wells Fargo as a senior wealth planning strategist.

Connecticut:
-    Michael Sclafani has joined the Hartford office as a private client advisor. He previously worked at Union Savings Bank as a private client advisor.

Florida
-    Michael Ruble has joined the Jacksonville office as a private client advisor. He previously worked at BB&T as a private banker.

 Illinois
-    Edward Gin has joined the Chicago office as a private client advisor. He previously worked at JP Morgan Chase as chief financial officer.

 Michigan
-    Ryan Bailey has joined the Bloomfield Hills office as a senior trust officer. He previously worked at Comerica as a trust officer.

 New York
-    Andrew Della Ratta has joined the Melville office as a senior trust officer. He previously worked at Wells Fargo as a senior trust officer.

 North Carolina
-    Elizabeth Terrell has joined the Charlotte office as a senior trust officer. She previously worked at BNC Bank as a senior trust officer.

 Oregon
-    Jennette duCloo has joined the Portland office as a portfolio manager. She previously worked at U.S. Bank as a portfolio manager.

Pennsylvania
-    Jamie Rantanen has joined the West Conshohocken office as a private client advisor. He previously worked at Deutsche Bank as head of ESG and sustainable investments.

Texas
-    Christian Escamilla has joined the San Antonio office as a private client advisor. He previously worked at BBVA Compass as a private banker.
-    KaRynn Kolm O’Connell has joined the San Antonio office as a private client manager. She previously worked at Broadway Bank as a private banking manager.

Washington, DC
-    Scott Chatham has joined the Washington, DC office as a private client manager. He previously worked at SunTrust as a banker.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes