US Wealth Manager Opens New Ohio Offices

Robbie Lawther

8 August 2018

Atlanta-based SunTrust Banks has opened new private wealth management offices in Cincinnati and Cleveland.

Virginia Kuertz joins SunTrust Private Wealth Management as the Ohio division executive based in Cincinnati. Karen Dulaney will lead the Cleveland office as a client advisor, reporting to Kuertz, it said in a statement.

A 34-year veteran of the Cincinnati banking community, Kuertz previously served as managing director for Southwest Ohio and northern Kentucky at JP Morgan Private Bank. Dulaney has spent 31 years serving clients in Cleveland, with the last 22 years focused on advising ultra-high net worth individuals and families in various roles at Key Private Bank and JP Morgan Private Bank.

“Our wealth management team will help affluent families and institutional clients throughout Ohio and Northern Kentucky make confident financial decisions by delivering investment management, banking solutions and goals-based financial planning,” said Joe Thompson, head of SunTrust Private Wealth Management. “Middle-market companies throughout the region have seen their businesses grow faster than the national average; in partnership with our commercial team, we will advise entrepreneurs who are exploring the sale of their business.”

In 2017, SunTrust opened new wealth management offices in New York City, Houston and Dallas. As of June 30, 2018, SunTrust had total assets of $208 billion and total deposits of $161 billion.