Tiffany Koenig has been named senior vice president, wealth management advisor managing director. In her new role, Koenig provides comprehensive wealth management strategies in investment management, private banking, trust and estate services. She has over 23 years of experience in the financial services industry and previously held the position of senior vice president, senior relationship manager with Key Private Bank serving Bellevue, Wash., and Seattle.
LeeAnn Gudeit has been named vice president, senior portfolio manager. She has 16 years of experience as an equity analyst and portfolio manager in a wide range of industries and privately held companies. Most recently, Gudeit served as a valuation manager with WTAS, LLC, in Seattle where she was responsible for the valuation of privately held companies and investments.
Heidi Gordon has been named personal trust officer. Gordon has over 17 years of experience and brings a wealth of knowledge in trust administration, including revocable and irrevocable trusts with a focus on advising families and charities on the management of private foundations and giving programs. Most recently, she was vice president and philanthropic trust officer for U.S. Trust Private Wealth Management of Bank of America in Seattle.
Michael Nurenberg has been named vice president, portfolio manager for The Private Client Reserve in Naples, Fla. He has over 30 years of experience in the banking and financial services industries with a focus in portfolio management and commercial banking. Most recently, Nurenberg was vice president, team leader and senior portfolio manager for the wealth management group at BYN Mellon.
Chad Hume has been named trust managing director for The Private Client Reserve in Denver. Hume has 21 years of experience in financial services and investment management. Most recently, he served as vice president, senior trust and fiduciary specialist with Wells Fargo Private Bank in Denver and as a trust officer with Northern Trust Company in Chicago.
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