U.S. Trust, a unit of Bank of America, has expanded its high-net-worth (HNW) wealth management unit by appointing four advisors and four other financial professionals.
Alexander Olson has been named as new private client advisor, based at the U.S. Trust’s office in Boston, while Abraham Radmanesh also joins as private client advisor at the bank’s Kansas City, Missouri, office.
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Olson joined U.S. Trust from New York Life Insurance, while Radmanesh previously served as senior vice president and western regional sales manager for Commerce Bank’s Brokerage Services group.
Additionally, Louis Cuomo has joined the Glen Rock, N.J., office as a private client advisor from Citi Wealth Management, while William Cohen has joined the bank’s Charlottesville, Va., office as a private client advisor from J.P. Morgan, where he served as executive director.
The four new financial professionals who joined U.S. Trust include Morgan Stickler as senior vice president and portfolio manager, based at the Florham Park, N.J., office. Stickler previously served as a portfolio manager at BlackRock.
Meantime, Gina Lammey joins U.S. Trust as senior trust officer at the bank’s Hartford, Conn., office, while Michael Whittemore joins the Pennington, N.J., office as a portfolio oversight manager and Ronald Chaidez joined the Portland, Ore., office as a private client manager.
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By GlobalDataPreviously, Lammey served as associate attorney at Scott B. Franklin & Associates and Whittemore worked at Prestige Wealth Management Group of Flemington, N.J. Chaidez most recently worked at his own Portland-based privately-held CPA firm, Stefani Chaidez.
