Lisa Marcus, Northern Trust
Prior to joining Northern Trust, Marcus was with the Fiduciary Trust Company International for seven years as managing director and business development officer. She was responsible for providing intergenerational wealth services and addressing wealth and investment needs for global entrepreneurial and philanthropic families.
Harold Rhee, Union Bank
While at Fidelity, Rhee was a regional planning consultant, a role that involved coaching, training and supporting local sales representatives.
Read more: Union Bank's wealth markets team snags Fidelity sales manager
Matthew Elliott, U.S. Bank
Prior to joining U.S. Bank, Elliott was an investment manager with Wells Fargo in Scottsdale, Arizona, and an investment associate with Merrill Lynch.
Steve Kim, U.S. Bank
Jason Silberman, U.S. Bank
Silberman was previously a financial advisor with Citi Personal Wealth Management in Santa Monica and a private banker with Union Bank in San Francisco.
Drew Stagg, U.S. Bank
Stagg was previously a senior wealth planning strategist with Wells Fargo, a role he held for more than 10 years.