Union Bank Expands San Francisco Private Wealth Management Team
May 04 2017 - 5:00PM
Business Wire
Tyler Brasfield and Lawrence Parente Join as Private Wealth
Advisors
Union Bank today announced that Tyler Brasfield and Lawrence
Parente have joined its Private Wealth Management team in San
Francisco, CA as Private Wealth Advisors. Brasfield joins as a Vice
President and Parente joins as a Director. They report to Lisa
Roberts, Head of Private Wealth Management for Northern California
and the Pacific Northwest, who was appointed to her role in the
fall of 2016.
Brasfield and Parente work hand in hand with a team of wealth
management professionals across disciplines and provide customized
wealth management planning to assist clients achieve their
long-term financial goals.
“Union Bank has a 150 year history supporting the families,
business owners and individual visionaries that have made Northern
California the vibrant economy it is today. Building on that
legacy, we continue to make strategic appointments to assist our
Northern California clients through some of the challenges and
opportunities they currently face,” Michael Feldman, Head of Wealth
Markets, said. “Tyler and Larry are well-equipped to deliver
comprehensive wealth planning by bringing together a team of
specialists that can help clients navigate important matters,
including rising interest rates and tax reform preparation.”
Brasfield joined from J.P. Morgan Private Bank where he was a
Private Wealth Advisor. He brings to Union Bank more than 12 years
of experience in the financial services industry. Brasfield began
his career advising executives of financially distressed hospitals
on business and financial strategy. This included serving as a
Manager for Accenture within their Strategy Consulting practice in
New York. Additionally, he co-founded and served as Chief Operating
Officer of Ecure, LLC, a consulting firm that advised private
physician practices on financial management and operational
improvement using smart technology.
Brasfield received his MBA from Columbia Business School and his
B.A. in Economics and Music Performance from Vanderbilt University.
He serves as a Board Member of the New Canaan Society San Francisco
and volunteers with Defy Ventures.
Parente joined Union Bank from Jackson Square Financial, a
registered independent advisory firm in San Francisco, where he was
a Senior Wealth Manager. He brings more than 16 years of experience
as an investment specialist. Parente also served as a Principal and
Senior Wealth Advisor with Bessemer Trust, as a Senior Trust
Specialist at Merrill Lynch, and as Senior Vice President and
Senior Trust Officer at Bank of America’s Private Bank. As part of
Bank of America’s Family Wealth Advisory team, he served families
with $50 million or more in net worth.
Parente is a licensed attorney in the State of California and
practiced for two years at the firm of Brobeck, Phleger and
Harrison in San Francisco. He earned his J.D. from Golden Gate
University School of Law in San Francisco, CA and his B.A. from the
University of Albany, NY.
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 asset management 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 or other obligations 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 possible loss of the principal amount
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 investment
banking, personal and corporate trust, global custody, transaction
banking, capital markets, and other services. With assets of $116.1
billion, as of March 31, 2017, 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 ¥302.1 trillion
(JPY) or $2.6 trillion (USD)¹, as of December 31, 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=¥116.49 (JPY) as of December 31,
2016
©2017 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/20170504006745/en/
Union BankJuanita Gutierrez,
213-236-5017Juanita.gutierrez@unionbank.com@UnionBankNews
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