Alex Kramer has been appointed market leader for The Private Client Reserve in Milwaukee. Kramer leads a team of wealth management professionals providing investment management, private banking and trust and estate services to high-net-worth clients. He previously served as wealth management advisor, managing director for the Milwaukee market. Prior to joining the Reserve, he was head of sales for Johnson Bank Wealth Management.
Sara Dorosti has been named trust relationship manager for The Private Client Reserve in San Francisco. Dorosti brings experience in trust management, estate planning and contract negotiations to her new position. She previously was an associate attorney with Pillsbury Winthrop Shaw and Pittman LLP, and also with Skootsky and Der LLP.
Please send On the Move items to Kathy Lynch.
