SAN FRANCISCO, Aug. 27, 2018 /PRNewswire/ -- Union Bank
today announced that Jeffrey C.
Keating has joined its Wealth Markets team in San Jose as Vice President, Private Wealth
Advisor in the Bay Area. He reports to Lisa Roberts, Private Wealth Management
Executive, Northern California and
Pacific Northwest.
Keating will manage the bank's relationships with some of its
most affluent clientele, providing comprehensive, holistic
solutions for their complex financial needs, including wealth
planning, investment management, estate and business planning, as
well as banking and lending products and services.
"Union Bank is committed to providing sophisticated relationship
management and tailored financial solutions that help families,
business owners and individuals with their unique wealth management
needs," said Roberts. "We are excited to add Jeff to our team
of experienced Wealth Advisors. His extensive financial and client
services experience along with his knowledge of the Bay Area market
will help us serve our local clientele and grow our business in the
area."
Prior to joining the bank, Keating served as Director,
Investment Strategist at BlackRock in San
Francisco, where he oversaw the day-to-day operations of the
largest defined contribution plan in the
United States. Prior to that he served as Executive
Director, Senior Relationship Manager for JP Morgan in Hong Kong, where he handled securities lending
client relationships for global clients based in Asia. He began his career at State Street Bank
and Trust, where he held a number of management positions in asset
servicing and securities lending.
"I am excited to join Union Bank's talented Wealth Markets team,
which is highly respected for its experienced advisors and
customized financial solutions," said Keating. "I look
forward to working with Lisa and the Wealth Management team to
assist our clients and grow our presence in the Bay Area."
Keating holds an MBA from the Sawyer School of Management at
Suffolk University in Boston, and a bachelor's degree in business
from Worcester State College in
Worcester, MA.
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 deliver customized solutions centered on each
client's unique goals and dreams.
About MUFG Union Bank, N.A.
As of June 30, 2018, MUFG Union Bank, N.A. operated 355
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 22 PurePoint Financial Centers. 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 $123.8 billion, as of
June 30, 2018, 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: MUFG), one of the world's largest
financial organizations with total assets of approximately ¥299.1
trillion (JPY) or $2.7 trillion
(USD)¹, as of June 30, 2018. 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=¥110.5 (JPY) as of June 29,
2018
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.
©2018 MUFG Union Bank, N.A. All rights reserved. Member
FDIC.
Union Bank is a registered trademark and brand name of MUFG Union
Bank, N.A.
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SOURCE MUFG Union Bank, N.A.