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A Dozen Wealth Managers Join Ranks Of US Trust

Robbie Lawther

16 August 2017

US Trust, the wealth management arm of Bank of America, made 12 hires over the course of July, the firm said in a statement. This publication recently interviewed the firm about the "emotional" journey of passing over a business.

The firm added to its California operation. Susan Burnett has joined the Los Angeles office as a private client advisor. She previously worked at Deutsche Bank as a private banker. Elizabeth Perkins has joined the Walnut Creek office as a senior trust officer. She previously worked at ATG Trust Company as a senior trust officer.

There was only one hire to its offices in Colorado. Sherry Kuntz has joined the Denver office as a senior trust officer. She previously worked at Fortis Asset Management as a director, wealth planning.
 
Its operation in Connecticut saw the arrival of two new faces. Michelle Hagan has joined the West Hartford office as a private client manager. She previously worked at First Niagara Private Client Services as a vice president, relationship manager. Gregory Murphy has joined the Westport office as a private client advisor. He previously worked at ICBC Standard Securities as a director, EM credit sales.
 
In Florida, Whitney Loggins has joined the Jacksonville office as a Private Client Manager. She previously worked at Prospect 33 as a Consultant. Meanwhile in Illinois,  Kelsey Paul has joined the Chicago office as a regional fiduciary officer. She previously worked at BMO Harris as a senior trust administrator.
 
There was only one arrival for each of its operations in Massachusetts, New York, Pennysylvania, Texas and Virginia. Melissa Jacoby has rejoined the Boston office as a regional fiduciary advisor. Pakhi Eder has joined the New York office as a portfolio manager. She previously worked at JP Morgan as a senior portfolio manager. Evan Durst has joined the Pittsburgh office as a senior trust officer. He previously worked at PNC Bank as a relationship strategist. Diego A. Patino has joined the Houston office as a private client manager. He previously worked at Citigroup as a private banker. Laura Hannon has joined the McLean office as a private client manager. She previously worked at Wells Fargo Private Bank as a banker.