Union Bank Appoints Lisa Roberts Head of Private Wealth Management for Northern California and the Pacific Northwest
September 19 2016 - 1:30PM
Business Wire
MUFG Union Bank, N.A. (Union Bank) today announced the
appointment of Lisa Roberts as a Managing Director and Head of
Private Wealth Management for Northern California and the Pacific
Northwest. In this new role, Roberts will report to Michael
Feldman, Head of Wealth Markets. She will be based in San
Francisco.
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Lisa Roberts (Photo: Business Wire)
Roberts will be responsible for growing and managing a
high-caliber team of Private Wealth Advisors serving high net worth
clients in Northern California and the Pacific Northwest. Under her
leadership, Union Bank will further enhance the delivery of
holistic planning solutions providing the bank’s full range of
capabilities, including wealth planning, investment services, risk
management, trust and estate services, banking and lending to meet
the complex needs of clients.
“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,” said Mike
Feldman. “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.”
With 28 years of wealth management experience, Roberts has held
roles at independent and large wealth management firms. She served
as Regional Market Manager at Citi Private Bank for more than five
years and led a team of bankers focused on serving the needs of
Ultra High Net Worth clients in Northern California. Since 1988,
she has held various wealth management positions including roles at
Bank of America and Wells Fargo. Those appointments have included
managing the effective delivery of client solutions, overseeing
seasoned wealth advisors, and meeting business targets by focusing
on client needs.
She holds a Bachelor of Science in Business Finance from Indiana
University, Bloomington, Indiana and a Masters of Business
Administration from Capital University, in Columbus, Ohio. In 2015,
Roberts was named one of San Francisco’s Most Influential Women in
Business by the San Francisco Business Times.
Her announcement follows the appointments of Simone Branigan,
Ralph Dickman and Mary Murray who joined as Vice Presidents within
Union Bank’s Private Wealth Management unit. Those positions were
announced in May 2016.
About The Wealth Markets Group
The Wealth Markets Group at MUFG Union Bank, N.A. 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 (member FINRA/SIPC),
its SEC-registered investment adviser subsidiary, HighMark Capital
Management Inc., and its insurance division, UnionBanc Insurance
Services, California State Insurance License No. 0817733.
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
• Insurance and annuities are products of the insurance
carriers.
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 access to
investment banking, personal and corporate trust, global custody,
transaction banking, capital markets, and other services. With
assets of $116 billion, as of June 30, 2016, MUFG Union Bank has
strong capital reserves, credit ratings and capital ratios relative
to peer banks. MUFG Union Bank is a proud member of Mitsubishi UFJ
Financial Group Inc. (NYSE: MTU), one of the world’s largest
financial organizations with total assets of approximately ¥298.2
trillion (JPY) or $2.9 trillion (USD)¹, as of June 30, 2016. 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=¥102.91 (JPY) as of June 30, 2016
©2016 MUFG Union Bank, N.A. All rights reserved. Member
FDIC.Union Bank is a registered trademark and brand name of MUFG
Union Bank, N.A.
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version on businesswire.com: http://www.businesswire.com/news/home/20160919006282/en/
MUFG Union Bank, N.A.Juanita Gutierrez,
213-236-5017Juanita.gutierrez@unionbank.com@UnionBankNews
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