U.S. Bank is bolstering its high-net-worth wealth management business in Seattle and Bellevue, Wash.
In Seattle, the banks Private Client Reserve unit added three professionals. Tiffany Koenig joined as senior vice president, wealth management advisor managing director, a role that calls for comprehensive wealth management strategies in investment management, private banking, trust and estate services and wealth planning, according to U.S. Bank. Koenig was previously with Key Private Bank, where she served as senior vice president, senior relationship manager.
LeeAnn Gudeit joined the Seattle team as senior portfolio manager. She was previously a valuation manager with WTAS, where she was responsible for the valuation of privately held companies and investments. Heidi Gordon, formerly a philanthropic trust officer for U.S. Trust Private Wealth Management of Bank of America, joined as personal trust officer.
In Bellevue, the Reserve hired Tom Zebroski, previously a Charles Schwab financial consultant, as vice president, wealth management advisor. At Charles Schwab, Zebroski advised clients on a broad range of financial matters, including risk management, investments, tax strategy, and federal and estate planning techniques.
With the addition of the four new hires, the Reserve now has a team of 48 wealth management professionals serving the Seattle and Bellevue markets, according to U.S. Bank.
The Reserve also expanded the team in Kansas City, adding Mercedes Givens, a branch manager for U.S. Banks consumer bank, as a wealth management consultant. In addition, it hired Allison Cox, formerly vice president and trust officer for Commerce Trust Company, as managing director for trust. The new hires bring the total Kansas City team to 30 with plans to expand further, U.S. Bank said.
Lastly, the Reserve hired two professionals in Denver and Naples, Fla. In Denver, it named Roger Redmond, previously senior vice president of investments at Marquette Asset Management, senior portfolio manager. And in Naples, it hired Michael Nurenberg as a portfolio manager. Nurenberg was previously vice president, team leader and senior portfolio manager for the wealth management group at BNY Mellon.
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