US Trust Continues Recruitment Drive From Coast To Coast

Robbie Lawther

25 October 2017

US Trust, the part of Bank of America serving clients such as ultra-high net worth individuals and business owners, has hired nine new employees to its offices across the US in the month of September.

The firm hired James Carley as a private client advisor to its Hartford, Connecticut office. He previously worked at BNY Mellon Wealth Management as a senior sales director, it said in a statement.

The Missouri operation was bolstered by two new arrivals. Robert Jones joined the St Louis office as a private client advisor and Kevin Zimmermann joined the Kansas City office as a private client advisor. Jones previously worked at Enterprise Bank & Trust as president. Zimmermann previously worked at BOK Financial, Mobank Private Wealth as a senior vice president, private banking Team lead and client advisor.

Jonathan Miller has joined the Melville, New York office as a private client advisor. He previously worked at Bernstein Private Wealth Management as vice president.

The firm hired two to its North Carolina operation. William Davis joined the Greensboro office as a portfolio manager and Jennifer Philbeck joined the Charlotte office as regional fiduciary officer. Davis previously worked at Wells Fargo as an investment strategist. Philbeck previously worked at Mullen Holland & Cooper as a T&E attorney.

Mary Beth Haut joined the Providence, Rhode Island office as a private client advisor. She previously worked at Camden National Bank as head of wealth management. Jesse Esparza joined the Dallas, Texas office as a specialty asset manager. He previously worked at The Vanguard Group as a financial analyst.

Lastly, Janet Jacobs joined the Seattle office as a philanthropic client manager. She previously worked at Make-A-Wish as vice president, mission advancement.

This publication reported in September that the firm hired five new employees over the course of August. It also recently added a senior figure to drive thought leadership .

The organization recently reported on trends among business owners looking to exit and transfer assets, a significant feature amid the aging of the Baby Boom .

Getting a clear idea on the reasons why individuals form businesses, how they fund them and subsequently, their views on exits, are important for wealth managers seeking to obtain their business. Some of the issues in and around family business and transfer were discussed by US Trust and this publication in a recent interview.