Neil O’Keefe has been appointed vice president and wealth management consultant of U.S. Bank’s Private Client Reserve in the San Francisco area. O’Keefe will create investment plans for business owners, foundations and families. Previously, O’Keefe served as a director at AllianceBernstein Institutional Investments and as a vice president and financial advisor at Bernstein Global Wealth Management.
Jason Philips has been appointed vice president and private banker for The Private Client Reserve of U.S. Bank in Naples, Fla. Philips will provide a customized set of services to manage the banking needs of high-net-worth-individuals and families. Philips has more than 10 years of experience working for U.S. Bank in the commercial banking division and consumer banking.
Please send On the Move items to Kathy Lynch.
