People Moves

Wells Fargo Private Bank Grows In Boston

Eliane Chavagnon Editor - Family Wealth Report February 18, 2015

Wells Fargo Private Bank Grows In Boston

Wells Fargo has made two private banking hires from Barclays and Beacon Trust Company in Boston.

Wells Fargo Private Bank is expanding in Boston, MA, with the addition of Kevin Driscoll as a financial advisor and Tom Eberhardt as senior fiduciary officer.

Marty Courage, senior vice president and regional director for the Boston region, said he plans to make three additional hires by the second quarter of this year.

In his new role, Driscoll will assess the wealth management needs of high net worth individuals and families, and then coordinate specialists and solutions accordingly. 

Meanwhile, Eberhardt will serve as the primary contact for the coordination of investment and fiduciary services, providing advisory-based services to wealthy clients.

Driscoll was previously a financial advisor at Barclays Wealth & Investment Management in Boston, while Eberhardt spent nearly 15 years at Beacon Trust Company – most recently as vice president and trust officer.

Wells Fargo Private Bank serves clients across North America and internationally with more than $190 billion in assets under management as at end-December 2014.

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