U.S. Trust has added five new wealth management advisors to focus on the ultra-high net worth client market in a new boost to its national expansion strategy.
The new appointments come after the Bank of America unit capped off its 2010 advisor growth spurt in December with the addition of five advisors. Like those appointments, U.S. Trust’s new appointments will spread out nationally, this time in Chicago; Fort Worth, Texas; Dallas and Houston.
Lisa Adelstein joins U.S. Trust as senior vice president and private client advisor in Chicago. Adelstein previously served as a lead private banker at Citi Private Bank in Chicago.
Jay Bartley and Elizabeth Elgie each join as private client advisors based in Fort Worth, Texas. Both Bartley and Elgie were previously senior wealth advisors for Comerica.
Jason Garcia joins as vice president and private client advisor in Dallas. Garcia most recently served as a wealth strategist at Northern Trust in Chicago.
Michael Rogala will serve as senior vice president and private client advisor in Houston. Rogala most recently was an advisor at LPL Financial in Houston.
U.S. Trust is part of Bank of America’s global wealth and investment management unit, which includes wealth management, retail brokerage and private banking. U.S. Trust handles $308 billion in client assets, with more than 4,000 employees across 140 U.S. offices.
Register or login for access to this item and much more
All On Wall Street 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