LOS ANGELES, Jan. 3, 2018 /PRNewswire/ -- Union Bank
today announced that Bjorn Stehr has
joined The Private Bank as a Director and Private Wealth Advisor.
Based in Seattle, Washington, he
reports to Lisa Roberts, Head of
Private Wealth Management for Northern
California and the Pacific Northwest.
In this role, Stehr is responsible for providing high net-worth
individuals, families, and non-profit organizations with tailored
solutions that address their specific financial goals. He will
partner with Union Bank experts across: wealth planning,
investments, risk management, trust and estate services, and
banking to deliver the institution's full breadth of capabilities.
"Bjorn brings a fresh perspective and years of experience
serving the Seattle area
community," said Lisa Roberts. "He
will provide clients with advisory services that take into account
each individual's complete financial picture - including personal
wealth, business holdings, legacy planning, and charitable
giving."
"Our team of experts and Bjorn are well-positioned to help
clients navigate the new U.S. tax code and recalibrate their wealth
plans as we go into 2018," added Roberts.
Stehr joins The Private Bank with more than 15 years of
financial services experience, which includes senior positions at
U.S. Trust and J.F. Shea, Inc. in Seattle. He holds a bachelor's degree in
Business Administration from Oregon State
University and an MBA from The Wharton School.
About The Private Bank
The Private Bank is an
exclusive part of Union Bank dedicated to the financial needs of
high net worth individuals, non-profit organizations, business
owners, corporate executives and professional service firms. The
Private Bank is built around teams of wealth management
professionals who provide financial advice centered on each
client's unique goals and dreams.
Wealth planning strategies have legal, tax, accounting and other
implications. Prior to implementing any wealth planning strategy,
clients should consult their legal, tax, accounting, and other
advisers.
About MUFG Union Bank, N.A.
As of September 30,
2017, MUFG Union Bank, N.A. operated 361 branches, comprised
primarily of retail banking branches in the West Coast states,
along with commercial branches in Texas, Illinois, New
York and Georgia, as well
as 18 PurePoint Financial Centers and two international
offices. We provide a wide spectrum of corporate, commercial
and retail banking and wealth management solutions to meet the
needs of customers. We also offer an extensive portfolio of
value-added solutions for customers, including investment banking,
personal and corporate trust, global custody, transaction banking,
capital markets, and other services. With assets of
$118.6 billion, as of September 30, 2017, MUFG Union Bank has strong
capital reserves, credit ratings and capital ratios relative to
peer banks. MUFG Union Bank is a proud member of the
Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world's
largest financial organizations with total assets of approximately
¥304.2 trillion (JPY) or $2.7
trillion (USD)¹, as of June 30,
2017. The corporate headquarters (principal executive
office) for MUFG Americas Holdings Corporation, which is the
financial holding company and MUFG Union Bank, is in New York City. The main banking office of MUFG
Union Bank is in San Francisco,
California.
1 Exchange rate of 1
USD=¥112.0 (JPY) as of June 30,
2017
©2017 MUFG Union Bank, N.A. All rights reserved. Member
FDIC.
Union Bank is a registered trademark and band name of MUFG Union
Bank, N.A.
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SOURCE Union Bank