Bank of the West's Wealth Management Group has hired another top leader for its ultrahigh-net-worth business.
Julie Shafer joined the team as head of the planned Strategic Philanthropy and Purpose Investing offering and will focus on helping clients achieve their philanthropic goals, the bank announced on Thursday.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access