People Moves

Who's Moving Where In Wealth Management? - Rockefeller Capital Management, Union Bank

Editorial Staff, October 23, 2018

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The latest moves in wealth management across North America.

Rockefeller Capital Management
Rockefeller Capital Management, which has made a raft of hires in recent weeks as well as a recent business acquisition, has appointed Brian Cuneo as a managing director in the Rockefeller Global Family Office. 

Cuneo was previously a senior vice president in the Ayco Family Office, a Goldman Sachs Company. Prior to joining Rockefeller, Cuneo spent more than 22 years at Ayco where he led a team that delivered advisory services to current and former Fortune 500 CEOs, private equity professionals, entrepreneurs and other high net worth families.

Union Bank
Union Bank has appointed Carrie Vilaplana as a vice president, private wealth advisor of its San Diego wealth management.  

She reports to Stephen Sherline, private wealth markets executive, Southern California.

Vilaplana is responsible for assisting the bank's most affluent San Diego area clientele in designing and implementing tailored wealth planning strategies, including investment management, risk management, estate and business planning, banking and loan needs.

She has more than 15 years of industry experience. She spent time with Lehman Brothers in New York City, Wedbush Morgan Securities in Los Angeles and Wells Fargo Private Bank in San Diego.

 

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