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HomePrivate WealthOn The MoveU.S. Trust Hires Nine For Wealth Management

U.S. Trust Hires Nine For Wealth Management

U.S.Trust has hired nine employees to serve the growing demand for wealth management services. 

James Carley has joined the Hartford, Conn., office as a private client advisor. Carley previously worked at BNY Mellon Wealth Management as a senior sales director.

Robert Jones has joined the St. Louis office as a private client advisor. Jones previously worked at Enterprise Bank & Trust as president.

Kevin James Zimmermann has joined the Kansas City office as a private client advisor. Zimmerman 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, N.Y., office as a private client advisor. Miller previously worked at In Bernstein Private Wealth Management as a vice president.

William Davis has joined the Greensboro, N.C., office as a portfolio manager. Davis previously worked at Wells Fargo as an investment strategist.

Jennifer Philbeck has joined the Charlotte, N.C., office as a regional fiduciary officer. Philbeck previously worked at Mullen Holland & Cooper P.A. as a trusts and estates attorney.

Mary Beth Haut has joined the Providence, R.I., office as a private client advisor. Haut previously worked at Camden National Bank as head of wealth management.

Jesse Esparza has joined the Dallas office as a specialty asset manager. Esparza previously worked at the Vanguard Group as a financial analyst.

Janet Jacobs has joined the Seattle office as a philanthropic client manager. Jacobs previously worked at the Make-A-Wish Foundation as vice president of mission advancement.

 

 

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