First American Trust, a US-based provider of investment management, trust and wealth planning services to HNW individuals, has named Mark Monaco as new vice president, wealth management.
In his new role, Monaco will administer trust and investment management accounts for First American Trust clients and will support the expansion of other sales channels.
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Prior to joining First American Trust, Monaco served as head of institutional sales, director of marketing, and vice president of sales and marketing for three companies that were later acquired by Charles Schwab, Nasdaq OMX and Archer Daniels Midland.
Additionally, the firm has hired Keegan Burke as new vice president, wealth management advisor for the San Diego region.
In his new role, Burke will be responsible for advising high-net-worth individuals and families to craft customized plans in the areas of investment management, wealth advisory and trust planning.
Burke will also work with families to help preserve, protect and grow their wealth so they may focus on their priorities of family, business and philanthropy.
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By GlobalDataBurke has joined First American Trust Capstone Financial Group, where he served as vice president and owner. HE has also worked as vice president and private client advisor with JP Morgan Chase, and wealth manager with RJL Wealth Management.
Burke said. "I look forward to developing relationships with the San Diego families and organizations in need of sound wealth management planning."
Kelly Dudley, president of First American Trust, said: "First American Trust was seeking highly accomplished and results-driven wealth management professionals to enhance our investment management and trust services capabilities."
