Who's Moving Where In Wealth Management? - Union Bank, Aviva Investors

Editorial Staff

1 October 2018

Union Bank
Union Bank has appointed Jason Whong as director and senior wealth strategist in its wealth markets team in San Francisco.

He reports to Jason Liu, head of wealth planning, and director of sales development and training for wealth markets.

Whong will assist the bank's most affluent clientele in the San Francisco area in designing and implementing wealth planning strategies, including estate planning, income tax strategies, business succession, and legacy and philanthropic planning.

Prior to joining the bank, Whong served as a wealth planning strategist at US Bank in San Francisco.

Aviva Investors
Aviva Investors, the global asset management business of Aviva, has appointed Susan Schmidt as head of US equities. These appointments follow the arrival in January 2018 of David Cumming as chief investment officer, of equities.

Schmidt, who has over 25 years’ experience in the investment industry, will be based in Chicago and reports to Cumming.

Prior to Aviva Investors, she spent three years as a senior portfolio manager covering small and mid-cap US equities for investment management company Westwood Holdings Group.