MUFG Union Bank has appointed Lisa Roberts as the new managing director and head of private wealth management for Northern California and the Pacific Northwest.
Roberts will be based in San Francisco, responsible for growing and managing a team of private wealth advisors catering to the needs of high net worth clients in Northern California and the Pacific Northwest.
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She will report to MUFG Union Bank head of wealth markets Michael Feldman.
Previously, Roberts – who has nearly experience of 28 years in the wealth management industry, – spent more than five years as the regional market manager at Citi Private Bank.
In that role, she headed a team of bankers focused on serving the needs of Northern California’s ultra high net worth clients.
She also held several wealth management roles including at Bank of America and Wells Fargo since 1988.
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By GlobalDataCommenting on the new appointment, Feldman said: “Lisa’s appointment underscores our commitment to Northern California and the Pacific Northwest region. Her appointment is also part of our on-going recruitment efforts to hire high-caliber wealth managers to grow our Wealth Markets business.
“In a low-growth, low-interest rate environment, our clients are looking for advice to preserve wealth and identify investment opportunities that will allow them to stay on track with their financial goals. Lisa and our team of experts will help them stay on course to meet their long-term objectives.”
MUFG Union Bank offers a wide range of corporate, commercial and retail banking and wealth management solutions in the US. As of 30 June 2016, the bank managed assets of $116bn.
