People Moves

US Trust Ends 2017 On Hiring Spree

Robbie Lawther Reporter 12 February 2018

US Trust Ends 2017 On Hiring Spree

The firm hired more 100 people to its offices around the US during 2017.

Wealth management firm US Trust has continued its expansion during 2017 with 18 new hires across the states during the months of November and December. 

In 2017, US Trust made more than 100 hires across more than 40 offices to serve the growing demand for wealth management services, the firm said in a statement.

The firm appointed Annette Musa as private client advisor, and Tim Polson as private client manager of its Phoenix office. Musa was previously a market manager at Comerica Bank, and Polson was previously a banker at Comerica Bank.

There were three appointments to US Trust’s California operation. The firm appointed Matthew Boisseree and Brett Lindemann as private client advisors of its San Diego office, and Dylan Gittleman as a private client advisor of its Palo Alto office. Boisseree was previously at BNP Paribas, Lindemann was at Wells Fargo and Gittleman was at TSX Venture Capital.

Timothy Wright joined the Baltimore office as a private client advisor, and Peter Zouzoulas joined the Chevy Chase office as a private client manager. Wright was previously a assistant complex manager at Merrill Lynch, and Zouzoulas was previously a banker at Wells Fargo.

The firm added one each to its operations in New York and New Jersey. It appointed Eric Johnstone as a portfolio manager at its New York office, and Georgios Kyriakopoulos as a private client advisor in its Princeton office. Johnson was previously at S&P, and Kyriakopoulos was at Genspring/SunTrust Robinson Humphrey.

Rhondale Haywood joined the Charlotte office as portfolio manager, and Sharmishtha Prasad joined the Raleigh office as a private client advisor. Haywood was previously a senior investment advisor at PNC, and Prasad was previously at The Private Bank - Wells Fargo as a portfolio manager.

US Trust hired Steve Gray as a private client advisor of its Portland office. He was previously a private banker at KeyBank. It also hired James Peppelman as a private client advisor, and Dennis Springer as a wealth strategies advisor of its Philadelphia office. Peppelman was previously a wealth market leader at TD Bank, and Springer was previously a wealth strategist at Wells Fargo.

Megan Davis joined the Nashville office as a senior trust officer. She was previously at SunTrust Bank, where she was a trust officer.

The firm appointed Courtney Kelch to its Houston office as a senior trust officer, Ford Peters Clary to its Seattle office as a senior trust officer, and Stefan Nicholas as a private client advisor to its Washington, DC office. 

Kelch was previously at BBVA Compass as a fiduciary risk manager. Clary was at US Bank as a trust managing director and Nicholas was at Wells Fargo Private Bank as a wealth advisor.

In December, this publication reported that US Trust hired seven new members in October to offices across the US.

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