Mark Jamison, BNY Mellon Wealth Management
Jamison was previously a principal with Bernstein Global Wealth Management where for 10 years he provided investment and wealth planning advice to individuals and families on a range of issues, including trusts, estates, foundations, endowments and multigenerational wealth.
Jamie Raiser-Umberger, BNY Mellon Wealth Management
Anthony Tanner, BNY Mellon Wealth Management
Prior to BNY Mellon, Tanner was a senior client adviser at BMO Private Bank in Scottsdale.
Scott Beetham, U.S. Bank
Patti Dill, U.S. Bank
Dill was previously with Laird Norton Wealth Management, where she served as managing director of sales, marketing and communications.
Read more: U.S. Bank's UHNW unit nabs managing director of client advisory from Laird Norton.
Jennette du Cloo, U.S. Bank
She previously served as a senior portfolio manager for KeyBank, Bank of the West and Wells Fargo in Portland, Ore.
Stacee Kratovil, U.S. Bank
Prior to the Reserve, Kratovil was a senior portfolio manager with BMO Harris Private Bank. She has more than five years of experience working in the financial industry.
Eric Rizza, U.S. Bank
Prior to joining Ascent, Rizza was the Northwest regional investment director for Citi Private Bank and also spent time as a director for the Global Family Office Business at Citigroup.
Kevin Sullivan, Webster Bank
Nicole Domis, M&T Bank
Prior to joining Wilmington Trust, she spent her career with SunTrust Bank, most recently in the Private Wealth Management division as a credit adviser to Sports and Entertainment Group and GenSpring Family Office clients in Atlanta and California.
Jerry Franz, M&T Bank
Prior to Wilmington Trust, Franz was a private banker at PNC Bank for 10 years.
Patricia Middleton, M&T Bank
Carl Robinson, M&T Bank
Prior to joining Wilmington Trust, Robinson was in business development for Independent Portfolio Consultants, a high-net-worth investment platform covering the broker-dealer channel nationally.
Brad Weingart, M&T Bank
Prior to joining Wilmington Trust, Weingart was the regional executive at Citizens Private Bank, where he was responsible for overseeing all business development and client retention activities throughout the bank’s footprint.