Morgan Busalacchi (née Mertz) Joins UnionBanc Investment Services in San Diego
April 21 2016 - 2:30PM
Business Wire
Union Bank’s investment advisory and brokerage subsidiary,
UnionBanc Investment Services (‘UBIS’), today announced that R.
Morgan Busalacchi (née Mertz) has joined as a Managing Director and
Regional Sales Manager. In this role, she will oversee a team of
financial advisors and provide a diverse range of investment
services to clients in the greater San Diego region. Busalacchi
will report to Managing Director and UnionBanc Investment Services
CEO Michael Mortensen.
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Morgan Busalacchi (née Mertz)(Photo:
Business Wire)
“Our business is going through an exciting growth trajectory,
which combined with the power of our network, is continuing to
drive top-talent to our Wealth Markets platform,” said Michael T.
Feldman, Head of the Wealth Markets Group at Union Bank. “We are
committed to growing in the San Diego market by recruiting and
developing top performing talent with Morgan’s skills set to
execute on our business strategy.”
“Morgan will play a key leadership role in the San Diego
region,” said Mortensen. “She will lead a high-caliber team of
financial advisors focused on growing our business through
excellent customer service and rigorous investment dialogue. Her
extensive wealth management experience serving a wide range of
clients will further strengthen the level of service we
provide.”
With more than 12 years of experience, Busalacchi most recently
was Market Director for Wealth Management for Chase Wealth
Management and JPMorgan Securities in multiple territories in the
United States. She oversaw a team of financial advisors providing
investment solutions to clients. Busalacchi began her career in
investment services with American Express in 2003 supporting a
group of financial advisors and then becoming a financial advisor
herself. She holds a bachelor’s degree from Indiana University.
Busalacchi holds the following Financial Industry Regulatory
Authority, Inc. (FINRA) licenses: Series 4, 6, 7, 24, 53, and
65.
About The Wealth Markets Group
The Wealth Markets Group at Union Bank includes the company’s
private wealth management, wealth planning, trust and estate
services, as well as its investment advisory and brokerage
subsidiary, UnionBanc Investment Services LLC, and its asset
management subsidiary, HighMark Capital Management Inc.
About UnionBanc Investment Services
As the investment advisory and brokerage subsidiary of MUFG
Union Bank, N.A., UBIS, member FINRA/SIPC, provides a broad range
of investment services to individuals, corporations and
institutions. UBIS offers a diverse array of investments to match
short- and long-term investment goals of its clients, including
investment planning, solutions for retirement planning, college
savings and investment management strategies. Non-deposit
investment products: • Are NOT deposits of or guaranteed by
the Bank or any Bank affiliate • Are NOT insured by the FDIC or by
any other federal government agency • Are subject to investment
risks, including the possible loss of principal invested.
About MUFG Union Bank, N.A.
MUFG Union Bank, N.A., is a full-service bank with offices
across the United States. We provide a wide spectrum of corporate,
commercial and retail banking and wealth management solutions to
meet the needs of customers. We also offer an extensive portfolio
of value-added solutions for customers, including investment
banking, personal and corporate trust, global custody, transaction
banking, capital markets, and other services. With assets of $115.4
billion, as of December 31, 2015, MUFG Union Bank has strong
capital reserves, credit ratings and capital ratios relative to
peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ
Financial Group (NYSE: MTU), one of the world’s largest financial
organizations with total assets of approximately ¥295.8 trillion
(JPY) or $2.5 trillion (USD)¹, as of December 31, 2015. The
corporate headquarters (principal executive office) for MUFG
Americas Holdings Corporation, which is the financial holding
company and MUFG Union Bank, is in New York City. The main banking
office of MUFG Union Bank is in San Francisco, California.
1 Exchange rate of 1 USD=¥120.6 (JPY) as of December 30,
2015
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version on businesswire.com: http://www.businesswire.com/news/home/20160421006490/en/
Union BankJuanita Gutierrez,
213-236-5017Juanita.gutierrez@uniobank.com@UnionBankNews
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