Umpqua Bank, a subsidiary of Umpqua Holdings Corporation is expanding its Private Bank division into the Puget Sound region. The company has hired Elise Fortin, an industry veteran with more than 25 years of wealth management experience, as senior vice president and market leader. Fortin will be responsible for building Umpqua Private Bank’s team in the region and for delivering its high-touch, personally customized offerings to clients in Seattle and beyond.
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Umpqua Private Bank combines the company’s trademark customer experience with Umpqua Investments’ retail brokerage affiliate to build customized solutions for clients with more than $3 million in net worth and $1 million in investable assets. The division’s expansion into the Puget Sound is fueled by its growth in Portland and increasing demand throughout the Pacific Northwest.
"Umpqua Private Bank has grown significantly in recent years as clients have recognized the value of our approach, which combines the sophisticated financial expertise and tools of a large institution with the genuine service and local engagement of a community bank," said Kelly Johnson, executive vice president, wealth management. "Elise brings tremendous experience developing and expanding client and partner relationships, and with her leadership in the Puget Sound, we look forward to expanding our services to clients throughout the Pacific Northwest."
Before joining Umpqua Private Bank, Fortin was senior vice president at Wells Fargo Private Bank. Her career also includes senior business and sales management positions at U.S. Trust, Northern Trust, Key Bank and First Union Bank. She is an active member of the community and has served a variety of organizations, including The French-American Chamber of Commerce, American Heart Association and Pacific Northwest Ballet.
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