People Moves

Three Hires At US Bank's Private Client Reserve In California, Florida

Eliane Chavagnon Editor - Family Wealth Report 31 July 2014

Three Hires At US Bank's Private Client Reserve In California, Florida

US Bank has made three hires at its Private Client Reserve in San Diego, CA, Newport Beach, CA, and Palm Beach, FL.

US Bank has made three hires at its high net worth Private Client Reserve in San Diego, CA, Newport Beach, CA, and Palm Beach, FL.

Albert Choi has been named senior vice president and senior portfolio manager for the PCR in San Diego. He was previously a senior portfolio manager at US Trust Company in Newport Beach, having worked at the firm for 18 years overall.

Meanwhile, Matthew DeBlasi has been appointed as a wealth management advisor for the PCR in Newport Beach, joining from ICAP Electronic Broking in Jersey City, NJ, where he was a senior vice president of fixed income sales and account manager.

Lastly, Joshua Fleming has been hired as a portfolio manager in Palm Beach, having formerly been a financial advisor at Wells Fargo Advisors and an equity research analyst at Lloyd George Management / BMO before that.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes