IRVINE, Calif., Aug. 28, 2018 /PRNewswire/ -- Union Bank
announced today that Robert V. Chamberlin,
III, has joined its Wealth Markets team as a Vice President
and Wealth Management Consultant. Chamberlin is based in the
company's Irvine office and
reports to Jason P. Liu, Head of
Wealth Planning and Director of Sales Development and Training for
Wealth Markets.
Chamberlin will focus on coaching and training a group of
Private Wealth Advisors, Private Bankers and Financial Advisors to
better meet the unique, ever changing needs of the Bank's most
affluent clientele in Orange County,
California.
"For more than 150 years, Union Bank has been serving families,
business owners and diverse individuals like those who built
Orange County into one of the most
desirable places to live and work in the
United States," said Liu. "To serve and grow this important
market, we must continue to add to our talented team of wealth
management professionals. Robert's extensive wealth
management experience and successful track record in leadership and
coaching make him uniquely qualified to provide support and
guidance to our elite team of wealth management advisors and to
help them build deeper, more significant relationships with our
clients."
Chamberlin comes to the bank with more than 20 years experience
in financial services and wealth management. Most recently,
he served as Vice President, Team Lead/Investment Product
Specialist at J.P. Morgan Chase, where he supported 120 advisors in
areas of investment solutions, financial planning and practice
management. Chamberlin began his career as an equity trader
at PCH Securities and held progressive roles in wealth planning and
investments at Preferred Capital Markets, Robertson Stephens, and
Wells Fargo.
"Union Bank has built a stellar reputation for its professional
wealth management team and its innovative solutions and services,"
says Chamberlin. "I look forward to working with the terrific
team in Orange County and bringing
my passion for helping advisors provide quality advice and service
to our clients."
Chamberlin earned a bachelor's degree in Business Management
from California State University, San
Marcos, and holds FINRA series 7, 63 and 66
licenses.
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 Union Bank