People Moves

Who's Moving Where In Wealth Management? - Union Bank, Paducah Bank & Trust, Others

Editorial Staff January 5, 2018

Who's Moving Where In Wealth Management? - Union Bank, Paducah Bank & Trust, Others

Here is a round-up of the latest personnel moves from across the North American wealth management sector.

Union Bank
Union Bank has recruited Bjorn Stehr as a director and private wealth advisor, it said earlier this week. 

Based in Seattle, Washington, he reports to Lisa Roberts, head of private wealth management for Northern California and the Pacific Northwest. 

In his new role, Stehr is responsible for providing high net worth individuals, families, and non-profit organizations with solutions that address their financial goals, Union Bank said. 

Day Pitney
US law firm Day Pitney has appointed Amy Lonergan as partner, effective January 1.

Lonergan is a trusts and estates partner in the Boston office. She assists individuals and families in all aspects of estate and tax planning. Primarily, she advises business owners, entrepreneurs and principals and partners of private equity firms in all aspects of estate planning and wealth transfer strategies. 

She regularly counsels fiduciaries and beneficiaries in connection with estate and trust administration, including post-mortem estate and tax planning, the probate process and preparation of estate tax returns. She is admitted to practice in Massachusetts.

Paducah Bank and Trust Company
Kentucky-based Paducah Bank and Trust Company has appointed Melinda Winchester as private banking relationship associate.

Winchester worked at Lafser & Associates, a consulting firm out of St. Louis, where she was director of historic preservation. Most recently, Winchester was downtown development specialist and Paducah main street director for the city of Paducah.

Peapack-Gladstone Bank
Peapack-Gladstone Bank has appointed David Santom as senior vice president and head of asset management at Peapack Capital, a subsidiary of the bank, which focuses on equipment finance and leasing.

Based in Marlborough, Massachusetts, Santom is responsible for all aspects of the asset management operation at Peapack Capital including equipment valuations and reviews, portfolio analyses, end of lease negotiations, equipment inspections and dispositions. 

He most recently served as director of equipment management at Santander Equipment Finance, as well as at CIT Capital Equipment Finance, where he was responsible for all asset management functions of the business units. 

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