SAN FRANCISCO, Nov. 15, 2017 /PRNewswire/ -- Union Bank® today
announced that Craig Muller and
Darrell Claridge have joined The
Private Bank as Private Wealth Advisors. Muller, a Director, and
Claridge, a Vice President, report to Lisa
Roberts, Head of Private Wealth Management for Northern California and the Pacific Northwest.
They are both based in Walnut Creek,
CA.
In these roles, the two experienced wealth professionals will
partner with specialists in wealth planning, investments, risk
management, trust and estate services and banking to deliver the
bank's full breadth of capabilities. Their work will focus on
providing clients with services that address their complete
financial picture, including personal wealth, business holdings,
legacy planning, and charitable giving.
"These appointments are part of our expansion efforts in the Bay
Area, where we continue to strengthen our team of top-caliber
professionals," said Michael
Feldman, Head of Wealth Markets. "More than ever, clients
are looking to us for our expertise and advice to successfully
navigate a complex and global marketplace. Craig and Darrell are
well-equipped to provide clients the edge they need to achieve
their financial goals."
"Both individuals have deep ties to the Bay Area and share a
strong commitment to their community," added Roberts. "They will
continue to advance our mission centered on developing holistic and
customized financial plans that enable clients to manage challenges
and seize opportunities in this evolving world."
Muller joins Union Bank from City National Bank, where he served
as a Senior Vice President and team leader. He brings 36 years of
industry experience to The Private Bank.
Muller previously held positions at U.S. Bank, Bank of America
and Security Pacific National Bank. He received a B.S. in Business
Administration with a concentration in Finance from Pacific Lutheran University in Tacoma, WA.
A Certified Financial Planner™, Claridge
brings more than 25 years of experience to his role. Prior to Union
Bank, he served as a Private Client Advisor at City National Bank.
Claridge has also held positions in Bank of America's Trust
Division and at Wells Fargo, where he was a Financial Consultant.
He earned a B.A. in International Affairs from The American University in Paris, France. A longtime
supporter of the arts, he currently serves on the Board of
Directors for Cal Shakes and the Diablo Symphony Orchestra.
About The Wealth Markets Group
The Wealth Markets Group at MUFG Union Bank, N.A. includes the
company's private wealth management, wealth planning, trust and
estate services, as well as its investment advisory and brokerage
subsidiary, UnionBanc Investment Services LLC (member FINRA/SIPC),
its SEC-registered investment adviser subsidiary, HighMark Capital
Management Inc., and its insurance divison, UnionBanc Insurance
Services having a California
domicile and principal place of business at 1201 Camino Del Mar,
Suite 208, Del Mar, CA 92014,
California State Insurance License No. 0817733.
Non-deposit investment products: • Are NOT deposits or other
obligations of, or guaranteed by, the Bank or any Bank affiliate •
Are NOT insured by the FDIC or by any other federal government
agency • Are subject to investment risks, including possible loss
of the principal amount invested • Insurance and annuities are
products of the insurance carriers.
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.
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