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US Wealth Manager Hires Duo To Form Group In Portland Office

Robbie Lawther Reporter April 12, 2017

US Wealth Manager Hires Duo To Form Group In Portland Office

The newly appointed duo will be the first team to join its newly-opened office in Portland, Oregon.

US wealth manager Merrill Lynch has appointed Tim Chapman and Paul Wargnier to join its newly-opened office in Portland.

Chapman and Wargnier will form the Chapman Wargnier Group and will be the first team to join Merrill Lynch’s recently opened private banking & investment group in Portland, Oregon, the firm said in a statement yesterday. 

Before joining Merrill Lynch, Chapman has been providing investment management, private banking, brokerage, insurance, and philanthropic services for high net-worth individuals, families, and foundations in the Oregon region. He previously worked for Wells Fargo Private Bank.

Wargnier has more than 30 years’ experience in investment management. His most recent role was at Wells Fargo Private Bank. He was also a member of the global portfolio management team at Trust Company of the West.

“I know how important it is to be able to help navigate the unique complexities of significant wealth, through knowledgeable advisors, such as Tim and Paul, and deliver custom service and exclusive access to the local community,” said Tracy Murphy, managing director.

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